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Sacks & Associates’s Toll Brothers TOL Stock Holding History

Sacks & Associates’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 		$1.07M Buy
7,333
+18
+0.2% +$2.56K 0.72% 36
2026
Q1 		$998K Buy
7,315
+136
+2% +$20K 0.74% 33
2025
Q4 		$971K Buy
+7,179
New +$975K 0.71% 32

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sacks & Associates's TOL Position: Q2 2026 in Review

Sacks & Associates increased its Toll Brothers (TOL) stake by 0.25% in Q2 2026, buying an estimated $2.56K and bringing the position to 7,333 shares worth $1.07M. The position accounts for 0.72% of the portfolio, ranked #36.

Sacks & Associates first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Sacks & Associates held 7,333 shares of Toll Brothers worth $1.07M as of Q2 2026.
  • Sacks & Associates bought 18 Toll Brothers shares in Q2 2026, an estimated $2.56K.
  • Toll Brothers made up 0.72% of Sacks & Associates's portfolio in Q2 2026, its #36 holding.
  • Sacks & Associates first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.