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Spire Wealth Management’s Toll Brothers TOL Stock Holding History

Spire Wealth Management’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 		$89.3K Sell
542
-126
-19% -$17.9K ﹤0.01% 1013
2026
Q1 		$91.2K Buy
668
+266
+66% +$39.1K ﹤0.01% 993
2025
Q4 		$54.4K Buy
402
+3
+0.8% +$407 ﹤0.01% 1153
2025
Q3 		$55.1K Sell
399
-3
-0.7% -$392 ﹤0.01% 1201
2025
Q2 		$45.8K Sell
402
-142
-26% -$14.7K ﹤0.01% 1230
2025
Q1 		$57.5K Buy
544
+198
+57% +$23.8K ﹤0.01% 1231
2024
Q4 		$43.6K Buy
346
+15
+5% +$2.23K ﹤0.01% 1327
2024
Q3 		$51.1K Buy
+331
New +$44.9K ﹤0.01% 1126
2024
Q2 		– Sell
-66
Closed -$8.54K – 2385
2024
Q1 		$8.54K Hold
66
– – ﹤0.01% 1760
2023
Q4 		$6.67K Sell
66
-6,530
-99% -$544K ﹤0.01% 1879
2023
Q3 		$488K Buy
6,596
+6,403
+3,318% +$505K 0.02% 481
2023
Q2 		$15.3K Buy
193
+7
+4% +$470 ﹤0.01% 1681
2023
Q1 		$11.2K Buy
186
+66
+55% +$3.81K ﹤0.01% 1803
2022
Q4 		$6K Buy
120
+20
+20% +$920 ﹤0.01% 1794
2022
Q3 		$4K Sell
100
-66
-40% -$3.06K ﹤0.01% 1823
2022
Q2 		$7K Sell
166
-281
-63% -$13.1K ﹤0.01% 2047
2022
Q1 		$21K Sell
447
-42
-9% -$2.35K ﹤0.01% 1793
2021
Q4 		$35K Buy
489
+54
+12% +$3.47K ﹤0.01% 1891
2021
Q3 		$24K Buy
435
+200
+85% +$11.8K ﹤0.01% 1787
2021
Q2 		$14K Sell
235
-387
-62% -$23.6K ﹤0.01% 2014
2021
Q1 		$35K Buy
+622
New +$32.6K ﹤0.01% 1909

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

Spire Wealth Management's TOL Position: Q2 2026 in Review

Spire Wealth Management reduced its Toll Brothers (TOL) stake by 19% in Q2 2026, selling an estimated $17.9K and leaving 542 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Spire Wealth Management first reported a position in TOL in Q1 2021 and has held it in 21 quarters since. The position peaked at $488K in Q3 2023. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Spire Wealth Management held 542 shares of Toll Brothers worth $89.3K as of Q2 2026.
  • Spire Wealth Management sold 126 Toll Brothers shares in Q2 2026, an estimated $17.9K.
  • Toll Brothers made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1013 holding.
  • Spire Wealth Management first reported a position in Toll Brothers in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Toll Brothers position peaked at $488K in Q3 2023.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.