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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
Q2 		– Sell
-441
Closed -$60.2K – 2943
2026
Q1 		$60.2K Buy
441
+52
+13% +$7.63K ﹤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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's TOL Position: Q2 2026 in Review

Root Financial Partners sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 441 shares — an estimated $60.2K sold.

Root Financial Partners first reported a position in TOL in Q3 2025 and held it in 3 quarters. The position peaked at $60.2K in Q1 2026. 260 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Root Financial Partners reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 441 Toll Brothers shares in Q2 2026, an estimated $60.2K.
  • Root Financial Partners first reported a position in Toll Brothers in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Toll Brothers position peaked at $60.2K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.