Toth Financial Advisory’s Toll Brothers TOL Stock Holding History

Toth Financial Advisory’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	–	Sell	-1	Closed	-$137	–	1006
2026 Q1	$137	Hold	1	–	–	﹤0.01%	888
2025 Q4	$136	Buy	+1	New	+$136	﹤0.01%	877
2022 Q1	–	Sell	-7,035	Closed	-$509K	–	806
2021 Q4	$509K	Sell	7,035 -1,905	-21%	-$122K	0.07%	175
2021 Q3	$494K	Buy	+8,940	New	+$529K	0.08%	156
2021 Q1	–	Sell	-75	Closed	-$3K	–	725
2020 Q4	$3K	Hold	75	–	–	﹤0.01%	509
2020 Q3	$4K	Hold	75	–	–	﹤0.01%	448
2020 Q2	$2K	Buy	+75	New	+$2.05K	﹤0.01%	480
2018 Q4	–	Sell	-7,000	Closed	-$231K	–	466
2018 Q3	$231K	Buy	+7,000	New	+$253K	0.05%	146

Other funds holding TOL

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return