Strategic Investment Advisors’s Toll Brothers TOL Stock Holding History

Strategic Investment 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	$771K	Buy	4,679 +420	+10%	+$59.7K	0.05%	170
2026 Q1	$583K	Sell	4,259 -159	-4%	-$23.3K	0.04%	204
2025 Q4	$597K	Sell	4,418 -461	-9%	-$62.6K	0.05%	147
2025 Q3	$673K	Sell	4,879 -291	-6%	-$38K	0.06%	129
2025 Q2	$590K	Sell	5,170 -59	-1%	-$6.12K	0.06%	143
2025 Q1	$552K	Buy	5,229 +182	+4%	+$21.9K	0.06%	155
2024 Q4	$636K	Buy	5,047 +3	+0.1%	+$445	0.07%	148
2024 Q3	$779K	Buy	5,044 +2,757	+121%	+$374K	0.09%	139
2024 Q2	$263K	Sell	2,287 -119	-5%	-$14.4K	0.03%	215
2024 Q1	$311K	Buy	+2,406	New	+$262K	0.04%	212

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Investment Advisors's TOL Position: Q2 2026 in Review

Strategic Investment Advisors increased its Toll Brothers (TOL) stake by 9.9% in Q2 2026, buying an estimated $59.7K and bringing the position to 4,679 shares worth $771K. The position accounts for 0.05% of the portfolio, ranked #170.

Strategic Investment Advisors first reported a position in TOL in Q1 2024 and has held it in 10 quarters since. The position peaked at $779K in Q3 2024. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Strategic Investment Advisors held 4,679 shares of Toll Brothers worth $771K as of Q2 2026.
Strategic Investment Advisors bought 420 Toll Brothers shares in Q2 2026, an estimated $59.7K.
Toll Brothers made up 0.05% of Strategic Investment Advisors's portfolio in Q2 2026, its #170 holding.
Strategic Investment Advisors first reported a position in Toll Brothers in Q1 2024 and has held it in 10 quarters since.
Strategic Investment Advisors's Toll Brothers position peaked at $779K in Q3 2024.
808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.