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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
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 $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 Wealth Partners's TOL Position: Q1 2026 in Review

Strategic Wealth Partners increased its Toll Brothers (TOL) stake by 7.1% in Q1 2026, buying an estimated $914K and bringing the position to 94,052 shares worth $12.8M. The position accounts for 0.89% of the portfolio, ranked #32.

Strategic Wealth Partners first reported a position in TOL in Q4 2018 and has held it in 4 quarters since. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Strategic Wealth Partners held 94,052 shares of Toll Brothers worth $12.8M as of Q1 2026.
  • Strategic Wealth Partners bought 6,224 Toll Brothers shares in Q1 2026, an estimated $914K.
  • Toll Brothers made up 0.89% of Strategic Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Strategic Wealth Partners first reported a position in Toll Brothers in Q4 2018 and has held it in 4 quarters since.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.