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Strategic Advisors’s Toll Brothers TOL Stock Holding History

Strategic 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
Q1 		$259K Hold
1,900
– – 0.04% 169
2025
Q4 		$257K Hold
1,900
– – 0.04% 165
2025
Q3 		$262K Hold
1,900
– – 0.04% 166
2025
Q2 		$217K Hold
1,900
– – 0.04% 165
2025
Q1 		$201K Sell
1,900
-100
-5% -$12K 0.04% 180
2024
Q4 		$252K Hold
2,000
– – 0.05% 176
2024
Q3 		$309K Hold
2,000
– – 0.06% 175
2024
Q2 		$230K Hold
2,000
– – 0.04% 187
2024
Q1 		$259K Hold
2,000
– – 0.05% 178
2023
Q4 		$206K Buy
+2,000
New +$167K 0.04% 192

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Advisors's TOL Position: Q1 2026 in Review

Strategic Advisors held its Toll Brothers (TOL) position steady in Q1 2026 at 1,900 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #169.

Strategic Advisors first reported a position in TOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $309K in Q3 2024. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Strategic Advisors held 1,900 shares of Toll Brothers worth $259K as of Q1 2026.
  • Strategic Advisors left its Toll Brothers share count unchanged in Q1 2026.
  • Toll Brothers made up 0.04% of Strategic Advisors's portfolio in Q1 2026, its #169 holding.
  • Strategic Advisors first reported a position in Toll Brothers in Q4 2023 and has held it in 10 quarters since.
  • Strategic Advisors's Toll Brothers position peaked at $309K in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.