Retirement Wealth Solutions
TOL icon

Retirement Wealth Solutions’s Toll Brothers TOL Stock Holding History

Retirement Wealth Solutions’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 		$4.45K Sell
33
-5
-13% -$727 ﹤0.01% 404
2026
Q2 		$6.26K Sell
38
-5
-12% -$711 ﹤0.01% 303
2026
Q1 		$5.87K Buy
43
+2
+5% +$294 ﹤0.01% 291
2025
Q4 		$5.54K Buy
41
+8
+24% +$1.09K ﹤0.01% 296
2025
Q3 		$4.56K Buy
+33
New +$4.31K ﹤0.01% 320

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Retirement Wealth Solutions's TOL Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Toll Brothers (TOL) stake by 13% in Q3 2026, selling an estimated $727 and leaving 33 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Retirement Wealth Solutions first reported a position in TOL in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.26K in Q2 2026. 188 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Retirement Wealth Solutions held 33 shares of Toll Brothers worth $4.45K as of Q3 2026.
  • Retirement Wealth Solutions sold 5 Toll Brothers shares in Q3 2026, an estimated $727.
  • Toll Brothers made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #404 holding.
  • Retirement Wealth Solutions first reported a position in Toll Brothers in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Toll Brothers position peaked at $6.26K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.