Root Financial Partners
TOL icon

Root Financial Partners’s Toll Brothers TOL Stock Holding History

Root Financial Partners’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 		$82.3K Buy
+611
New +$88.8K ﹤0.01% 839
2026
Q2 		– Sell
-441
Closed -$60.2K – 2943
2026
Q1 		$60.2K Buy
441
+52
+13% +$7.64K ﹤0.01% 788
2025
Q4 		$52.6K Buy
389
+70
+22% +$9.5K ﹤0.01% 690
2025
Q3 		$44.1K Buy
+319
New +$41.6K ﹤0.01% 712

Other funds holding TOL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's TOL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Toll Brothers (TOL) in Q3 2026: 611 shares worth $82.3K. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TOL as recently as Q1 2026.

Root Financial Partners first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 640 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Root Financial Partners held 611 shares of Toll Brothers worth $82.3K as of Q3 2026.
  • Toll Brothers was a new Root Financial Partners position in Q3 2026.
  • Toll Brothers made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #839 holding.
  • Root Financial Partners first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 640 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.