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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
Q3 		$256K Hold
1,900
– – 0.05% 149
2026
Q2 		$313K Hold
1,900
– – 0.07% 143
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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Strategic Advisors's TOL Position: Q3 2026 in Review

Strategic Advisors held its Toll Brothers (TOL) position steady in Q3 2026 at 1,900 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #149.

Strategic Advisors first reported a position in TOL in Q4 2023 and has held it in 12 quarters since. The position peaked at $313K in Q2 2026. 452 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Strategic Advisors held 1,900 shares of Toll Brothers worth $256K as of Q3 2026.
  • Strategic Advisors left its Toll Brothers share count unchanged in Q3 2026.
  • Toll Brothers made up 0.05% of Strategic Advisors's portfolio in Q3 2026, its #149 holding.
  • Strategic Advisors first reported a position in Toll Brothers in Q4 2023 and has held it in 12 quarters since.
  • Strategic Advisors's Toll Brothers position peaked at $313K in Q2 2026.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.