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SRH Advisors’s Toll Brothers TOL Stock Holding History

SRH Advisors’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
-650
Closed -$88.7K – 285
2026
Q1 		$88.7K Sell
650
-755
-54% -$111K 0.03% 110
2025
Q4 		$190K Buy
1,405
+710
+102% +$96.4K 0.05% 65
2025
Q3 		$96K Buy
695
+45
+7% +$5.87K 0.03% 102
2025
Q2 		$74.2K Hold
650
– – 0.02% 103
2025
Q1 		$68.6K Buy
+650
New +$78K 0.02% 107
2024
Q4 		– Sell
-160
Closed -$24.7K – 292
2024
Q3 		$24.7K Hold
160
– – 0.01% 163
2024
Q2 		$18.4K Hold
160
– – 0.01% 176
2024
Q1 		$20.7K Buy
+160
New +$17.4K 0.01% 167

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SRH Advisors's TOL Position: Q2 2026 in Review

SRH Advisors sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 650 shares — an estimated $88.7K sold.

SRH Advisors first reported a position in TOL in Q1 2024 and held it in 8 quarters. The position peaked at $190K in Q4 2025. 298 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • SRH Advisors reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • SRH Advisors sold 650 Toll Brothers shares in Q2 2026, an estimated $88.7K.
  • SRH Advisors first reported a position in Toll Brothers in Q1 2024 and held it in 8 quarters.
  • SRH Advisors's Toll Brothers position peaked at $190K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.