SWP
TOL icon

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
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 $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

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

Stratos Wealth Partners increased its Toll Brothers (TOL) stake by 103% in Q1 2026, buying an estimated $264K and bringing the position to 3,537 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #1079.

Stratos Wealth Partners first reported a position in TOL in Q4 2017 and has held it in 13 quarters since. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Stratos Wealth Partners held 3,537 shares of Toll Brothers worth $483K as of Q1 2026.
  • Stratos Wealth Partners bought 1,798 Toll Brothers shares in Q1 2026, an estimated $264K.
  • Toll Brothers made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1079 holding.
  • Stratos Wealth Partners first reported a position in Toll Brothers in Q4 2017 and has held it in 13 quarters since.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.