SIS
TOL icon

Sound Income Strategies’s Toll Brothers TOL Stock Holding History

Sound Income Strategies’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
-121
Closed -$16.6K – 2224
2026
Q1 		$16.6K Sell
121
-37
-23% -$5.43K ﹤0.01% 1268
2025
Q4 		$23.2K Hold
158
– – ﹤0.01% 1092
2025
Q3 		$20.3K Sell
158
-27
-15% -$3.52K ﹤0.01% 807
2025
Q2 		$21.1K Sell
185
-60
-24% -$6.23K ﹤0.01% 737
2025
Q1 		$25.9K Buy
245
+112
+84% +$13.4K ﹤0.01% 662
2024
Q4 		$16.8K Buy
+133
New +$19.7K ﹤0.01% 718
2023
Q2 		– Sell
-29
Closed -$1.74K – 1167
2023
Q1 		$1.74K Hold
29
– – ﹤0.01% 851
2022
Q4 		$1.45K Hold
29
– – ﹤0.01% 812
2022
Q3 		$1K Buy
+29
New +$1.34K ﹤0.01% 844

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's TOL Position: Q2 2026 in Review

Sound Income Strategies sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 121 shares — an estimated $16.6K sold.

Sound Income Strategies first reported a position in TOL in Q3 2022 and held it in 9 quarters. The position peaked at $25.9K in Q1 2025. 562 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Sound Income Strategies reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 121 Toll Brothers shares in Q2 2026, an estimated $16.6K.
  • Sound Income Strategies first reported a position in Toll Brothers in Q3 2022 and held it in 9 quarters.
  • Sound Income Strategies's Toll Brothers position peaked at $25.9K in Q1 2025.
  • 562 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.