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 Q3	$809	Buy	+6	New	+$872	﹤0.01%	986
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	–	802
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	–	716
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	–	460
2018 Q3	$231K	Buy	+7,000	New	+$253K	0.05%	146

Other funds holding TOL

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Toth Financial Advisory's TOL Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Toll Brothers (TOL) in Q3 2026: 6 shares worth $809. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in TOL as recently as Q1 2026.

Toth Financial Advisory first reported a position in TOL in Q3 2018 and has held it in 9 quarters since. The position peaked at $509K in Q4 2021. 134 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Toth Financial Advisory held 6 shares of Toll Brothers worth $809 as of Q3 2026.
Toll Brothers was a new Toth Financial Advisory position in Q3 2026.
Toll Brothers made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #986 holding.
Toth Financial Advisory first reported a position in Toll Brothers in Q3 2018 and has held it in 9 quarters since.
Toth Financial Advisory's Toll Brothers position peaked at $509K in Q4 2021.
134 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.