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Strategic Wealth Partners’s Toll Brothers TOL Stock Holding History

Strategic Wealth Partners’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 		$110K Sell
666
-93,386
-99% -$13.3M 0.01% 393
2026
Q1 		$12.8M Buy
94,052
+6,224
+7% +$914K 0.89% 32
2025
Q4 		$11.9M Buy
87,828
+41,735
+91% +$5.67M 0.81% 39
2025
Q3 		$6.37M Buy
+46,093
New +$6.02M 0.48% 67
2019
Q1 		– Sell
-9
Closed – – 815
2018
Q4 		$0 Buy
+9
New +$289 ﹤0.01% 712

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Wealth Partners's TOL Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Toll Brothers (TOL) stake by 99% in Q2 2026, selling an estimated $13.3M and leaving 666 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #393.

Strategic Wealth Partners first reported a position in TOL in Q4 2018 and has held it in 5 quarters since. The position peaked at $12.8M in Q1 2026. 806 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Strategic Wealth Partners held 666 shares of Toll Brothers worth $110K as of Q2 2026.
  • Strategic Wealth Partners sold 93,386 Toll Brothers shares in Q2 2026, an estimated $13.3M.
  • Toll Brothers made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #393 holding.
  • Strategic Wealth Partners first reported a position in Toll Brothers in Q4 2018 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Toll Brothers position peaked at $12.8M in Q1 2026.
  • 806 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.