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Private Wealth Management Group’s Toll Brothers TOL Stock Holding History

Private Wealth Management Group’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Buy
695
+675
+3,375% +$96K 0.03% 156
2026
Q1 		$2.73K Hold
20
– – ﹤0.01% 979
2025
Q4 		$2.71K Hold
20
– – ﹤0.01% 982
2025
Q3 		$2.76K Hold
20
– – ﹤0.01% 1008
2025
Q2 		$2.28K Hold
20
– – ﹤0.01% 1049
2025
Q1 		$2.11K Hold
20
– – ﹤0.01% 1034
2024
Q4 		$2.52K Hold
20
– – ﹤0.01% 1004
2024
Q3 		$3.09K Hold
20
– – ﹤0.01% 909
2024
Q2 		$2.3K Hold
20
– – ﹤0.01% 997
2024
Q1 		$2.59K Hold
20
– – ﹤0.01% 861
2023
Q4 		$2.06K Buy
+20
New +$1.67K ﹤0.01% 968

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Wealth Management Group's TOL Position: Q2 2026 in Review

Private Wealth Management Group increased its Toll Brothers (TOL) stake by 3,375% in Q2 2026, buying an estimated $96K and bringing the position to 695 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #156.

Private Wealth Management Group first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Private Wealth Management Group held 695 shares of Toll Brothers worth $115K as of Q2 2026.
  • Private Wealth Management Group bought 675 Toll Brothers shares in Q2 2026, an estimated $96K.
  • Toll Brothers made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #156 holding.
  • Private Wealth Management Group first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.