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 Q3	$93.7K	Hold	695	–	–	0.02%	179
2026 Q2	$115K	Buy	695 +675	+3,375%	+$96K	0.03%	156
2026 Q1	$2.73K	Hold	20	–	–	﹤0.01%	979
2025 Q4	$2.7K	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

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Management Group's TOL Position: Q3 2026 in Review

Private Wealth Management Group held its Toll Brothers (TOL) position steady in Q3 2026 at 695 shares worth $93.7K. The position accounts for 0.02% of the portfolio, ranked #179.

Private Wealth Management Group first reported a position in TOL in Q4 2023 and has held it in 12 quarters since. The position peaked at $115K in Q2 2026. 365 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Private Wealth Management Group held 695 shares of Toll Brothers worth $93.7K as of Q3 2026.
Private Wealth Management Group left its Toll Brothers share count unchanged in Q3 2026.
Toll Brothers made up 0.02% of Private Wealth Management Group's portfolio in Q3 2026, its #179 holding.
Private Wealth Management Group first reported a position in Toll Brothers in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Toll Brothers position peaked at $115K in Q2 2026.
365 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.