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Stratos Wealth Partners’s Toll Brothers TOL Stock Holding History

Stratos 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 		$538K Sell
3,267
-270
-8% -$38.4K 0.01% 1105
2026
Q1 		$483K Buy
3,537
+1,798
+103% +$264K 0.01% 1079
2025
Q4 		$235K Sell
1,739
-164
-9% -$22.3K ﹤0.01% 1428
2025
Q3 		$263K Buy
1,903
+15
+0.8% +$1.96K ﹤0.01% 1319
2025
Q2 		$216K Sell
1,888
-27
-1% -$2.8K ﹤0.01% 1301
2025
Q1 		$202K Buy
1,915
+21
+1% +$2.52K ﹤0.01% 1273
2024
Q4 		$239K Buy
1,894
+11
+0.6% +$1.63K ﹤0.01% 1266
2024
Q3 		$291K Buy
1,883
+47
+3% +$6.37K ﹤0.01% 1165
2024
Q2 		$212K Sell
1,836
-476
-21% -$57.6K ﹤0.01% 1251
2024
Q1 		$299K Sell
2,312
-36
-2% -$3.92K 0.01% 1101
2023
Q4 		$241K Buy
+2,348
New +$196K ﹤0.01% 1188
2018
Q4 		– Sell
-1,193
Closed -$39K – 2353
2018
Q3 		$39K Buy
+1,193
New +$43.2K ﹤0.01% 1569
2018
Q2 		– Sell
-1,193
Closed -$52K – 2435
2018
Q1 		$52K Buy
1,193
+72
+6% +$3.38K ﹤0.01% 1563
2017
Q4 		$54K Buy
+1,121
New +$51.6K ﹤0.01% 1479

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

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

Stratos Wealth Partners reduced its Toll Brothers (TOL) stake by 7.6% in Q2 2026, selling an estimated $38.4K and leaving 3,267 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #1105.

Stratos Wealth Partners first reported a position in TOL in Q4 2017 and has held it in 14 quarters since. 806 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Stratos Wealth Partners held 3,267 shares of Toll Brothers worth $538K as of Q2 2026.
  • Stratos Wealth Partners sold 270 Toll Brothers shares in Q2 2026, an estimated $38.4K.
  • Toll Brothers made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1105 holding.
  • Stratos Wealth Partners first reported a position in Toll Brothers in Q4 2017 and has held it in 14 quarters since.
  • 806 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.