Transcend Capital Advisors’s Toll Brothers TOL Stock Holding History

Transcend Capital 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 Q1	$900K	Buy	6,593 +39	+0.6%	+$5.73K	0.07%	250
2025 Q4	$886K	Sell	6,554 -4	-0.1%	-$543	0.07%	254
2025 Q3	$906K	Buy	6,558 +133	+2%	+$17.4K	0.06%	268
2025 Q2	$733K	Buy	6,425 +1,907	+42%	+$198K	0.06%	275
2025 Q1	$477K	Buy	4,518 +16	+0.4%	+$1.92K	0.03%	365
2024 Q4	$567K	Hold	4,502	–	–	0.04%	323
2024 Q3	$696K	Buy	4,502 +2	+0%	+$271	0.05%	324
2024 Q2	$518K	Hold	4,500	–	–	0.04%	350
2024 Q1	$582K	Buy	4,500 +2,500	+125%	+$272K	0.05%	295
2023 Q4	$206K	Buy	+2,000	New	+$167K	0.02%	465

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Transcend Capital Advisors's TOL Position: Q1 2026 in Review

Transcend Capital Advisors increased its Toll Brothers (TOL) stake by 0.6% in Q1 2026, buying an estimated $5.73K and bringing the position to 6,593 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #250.

Transcend Capital Advisors first reported a position in TOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $906K in Q3 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

Transcend Capital Advisors held 6,593 shares of Toll Brothers worth $900K as of Q1 2026.
Transcend Capital Advisors bought 39 Toll Brothers shares in Q1 2026, an estimated $5.73K.
Toll Brothers made up 0.07% of Transcend Capital Advisors's portfolio in Q1 2026, its #250 holding.
Transcend Capital Advisors first reported a position in Toll Brothers in Q4 2023 and has held it in 10 quarters since.
Transcend Capital Advisors's Toll Brothers position peaked at $906K in Q3 2025.
779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.