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 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 $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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Investment Advisors's TOL Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Toll Brothers (TOL) stake by 3.6% in Q1 2026, selling an estimated $23.3K and leaving 4,259 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #204.

Strategic Investment Advisors first reported a position in TOL in Q1 2024 and has held it in 9 quarters since. The position peaked at $779K in Q3 2024. 782 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

Strategic Investment Advisors held 4,259 shares of Toll Brothers worth $583K as of Q1 2026.
Strategic Investment Advisors sold 159 Toll Brothers shares in Q1 2026, an estimated $23.3K.
Toll Brothers made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #204 holding.
Strategic Investment Advisors first reported a position in Toll Brothers in Q1 2024 and has held it in 9 quarters since.
Strategic Investment Advisors's Toll Brothers position peaked at $779K in Q3 2024.
782 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.