SageView Advisory Group’s Toll Brothers TOL Stock Holding History

SageView Advisory Group’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	–	Sell	-509	Closed	-$68.9K	–	2268
2025 Q4	$68.9K	Buy	+509	New	+$69.1K	﹤0.01%	953

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's TOL Position: Q1 2026 in Review

SageView Advisory Group sold out of Toll Brothers (TOL) in Q1 2026, closing a stake of 509 shares — an estimated $68.9K sold.

SageView Advisory Group first reported a position in TOL in Q4 2025 and held it in 1 quarter. The position peaked at $68.9K in Q4 2025. 784 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

SageView Advisory Group reported no remaining Toll Brothers position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 509 Toll Brothers shares in Q1 2026, an estimated $68.9K.
SageView Advisory Group first reported a position in Toll Brothers in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Toll Brothers position peaked at $68.9K in Q4 2025.
784 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.