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Summit Trail Advisors’s Toll Brothers TOL Stock Holding History

Summit Trail 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
Q2 		$2.37M Sell
14,370
-599
-4% -$85.2K 0.03% 503
2026
Q1 		$2.04M Buy
14,969
+6,667
+80% +$979K 0.03% 507
2025
Q4 		$1.12M Buy
8,302
+1,436
+21% +$195K 0.02% 749
2025
Q3 		$948K Buy
6,866
+2,039
+42% +$266K 0.01% 862
2025
Q2 		$551K Buy
+4,827
New +$501K 0.01% 700
2024
Q4 		– Sell
-1,334
Closed -$206K – 731
2024
Q3 		$206K Buy
+1,334
New +$181K 0.01% 668
2018
Q2 		– Sell
-23,668
Closed -$25K – 670
2018
Q1 		$25K Buy
23,668
+22,693
+2,327% +$1.07M ﹤0.01% 410
2017
Q4 		$49K Buy
+975
New +$44.9K 0.01% 824

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

Summit Trail Advisors's TOL Position: Q2 2026 in Review

Summit Trail Advisors reduced its Toll Brothers (TOL) stake by 4% in Q2 2026, selling an estimated $85.2K and leaving 14,370 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #503.

Summit Trail Advisors first reported a position in TOL in Q4 2017 and has held it in 8 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Summit Trail Advisors held 14,370 shares of Toll Brothers worth $2.37M as of Q2 2026.
  • Summit Trail Advisors sold 599 Toll Brothers shares in Q2 2026, an estimated $85.2K.
  • Toll Brothers made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #503 holding.
  • Summit Trail Advisors first reported a position in Toll Brothers in Q4 2017 and has held it in 8 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.