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River Wealth Advisors’s Toll Brothers TOL Stock Holding History

River Wealth Advisors’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
Q1 		$729K Hold
5,339
– – 0.08% 129
2025
Q4 		$722K Sell
5,339
-106
-2% -$14.4K 0.08% 126
2025
Q3 		$752K Sell
5,445
-380
-7% -$49.6K 0.09% 128
2025
Q2 		$665K Sell
5,825
-335
-5% -$34.8K 0.08% 136
2025
Q1 		$650K Hold
6,160
– – 0.09% 131
2024
Q4 		$776K Sell
6,160
-90
-1% -$13.4K 0.1% 125
2024
Q3 		$966K Sell
6,250
-182
-3% -$24.7K 0.13% 113
2024
Q2 		$741K Sell
6,432
-75
-1% -$9.08K 0.11% 118
2024
Q1 		$842K Sell
6,507
-50
-0.8% -$5.44K 0.12% 119
2023
Q4 		$674K Sell
6,557
-250
-4% -$20.8K 0.11% 129
2023
Q3 		$503K Sell
6,807
-328
-5% -$25.9K 0.09% 139
2023
Q2 		$564K Sell
7,135
-535
-7% -$35.9K 0.1% 140
2023
Q1 		$460K Sell
7,670
-525
-6% -$30.3K 0.08% 151
2022
Q4 		$409K Sell
8,195
-78
-0.9% -$3.59K 0.08% 161
2022
Q3 		$347K Sell
8,273
-997
-11% -$46.2K 0.07% 157
2022
Q2 		$413K Sell
9,270
-625
-6% -$29.2K 0.08% 158
2022
Q1 		$466K Buy
9,895
+390
+4% +$21.9K 0.07% 154
2021
Q4 		$688K Hold
9,505
– – 0.11% 134
2021
Q3 		$526K Buy
9,505
+200
+2% +$11.8K 0.09% 149
2021
Q2 		$538K Buy
9,305
+75
+0.8% +$4.57K 0.09% 144
2021
Q1 		$524K Hold
9,230
– – 0.1% 146
2020
Q4 		$401K Buy
9,230
+250
+3% +$11.6K 0.09% 156
2020
Q3 		$437K Hold
8,980
– – 0.11% 139
2020
Q2 		$293K Buy
+8,980
New +$246K 0.09% 154
2020
Q1 		– Sell
-12,780
Closed -$505K – 168
2019
Q4 		$505K Hold
12,780
– – 0.17% 113
2019
Q3 		$525K Sell
12,780
-100
-0.8% -$3.69K 0.2% 106
2019
Q2 		$472K Sell
12,880
-835
-6% -$31.2K 0.18% 112
2019
Q1 		$496K Sell
13,715
-903
-6% -$32.5K 0.21% 109
2018
Q4 		$481K Sell
14,618
-5,147
-26% -$165K 0.21% 103
2018
Q3 		$653K Sell
19,765
-1,900
-9% -$68.8K 0.24% 104
2018
Q2 		$801K Buy
21,665
+25
+0.1% +$1.02K 0.31% 92
2018
Q1 		$936K Sell
21,640
-1,400
-6% -$65.7K 0.39% 88
2017
Q4 		$1.11M Buy
23,040
+1,025
+5% +$47.2K 0.46% 78
2017
Q3 		$913K Buy
22,015
+2,245
+11% +$88.3K 0.41% 88
2017
Q2 		$781K Buy
19,770
+350
+2% +$13.1K 0.36% 93
2017
Q1 		$701K Sell
19,420
-125
-0.6% -$4.17K 0.34% 93
2016
Q4 		$606K Buy
19,545
+600
+3% +$17.8K 0.31% 99
2016
Q3 		$566K Buy
18,945
+300
+2% +$8.67K 0.31% 97
2016
Q2 		$502K Hold
18,645
– – 0.29% 99
2016
Q1 		$550K Sell
18,645
-1,100
-6% -$30.7K 0.33% 96
2015
Q4 		$658K Buy
19,745
+1,400
+8% +$49.9K 0.42% 86
2015
Q3 		$628K Buy
18,345
+120
+0.7% +$4.54K 0.43% 81
2015
Q2 		$696K Sell
18,225
-120
-0.7% -$4.49K 0.44% 80
2015
Q1 		$722K Buy
+18,345
New +$670K 0.45% 80

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

River Wealth Advisors's TOL Position: Q1 2026 in Review

River Wealth Advisors held its Toll Brothers (TOL) position steady in Q1 2026 at 5,339 shares worth $729K. The position accounts for 0.08% of the portfolio, ranked #129.

River Wealth Advisors first reported a position in TOL in Q1 2015 and has held it in 44 quarters since. The position peaked at $1.11M in Q4 2017. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • River Wealth Advisors held 5,339 shares of Toll Brothers worth $729K as of Q1 2026.
  • River Wealth Advisors left its Toll Brothers share count unchanged in Q1 2026.
  • Toll Brothers made up 0.08% of River Wealth Advisors's portfolio in Q1 2026, its #129 holding.
  • River Wealth Advisors first reported a position in Toll Brothers in Q1 2015 and has held it in 44 quarters since.
  • River Wealth Advisors's Toll Brothers position peaked at $1.11M in Q4 2017.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.