TCA
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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
Q2 		$1.16M Buy
7,067
+474
+7% +$67.4K 0.08% 235
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
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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's TOL Position: Q2 2026 in Review

Transcend Capital Advisors increased its Toll Brothers (TOL) stake by 7.2% in Q2 2026, buying an estimated $67.4K and bringing the position to 7,067 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #235.

Transcend Capital Advisors first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Transcend Capital Advisors held 7,067 shares of Toll Brothers worth $1.16M as of Q2 2026.
  • Transcend Capital Advisors bought 474 Toll Brothers shares in Q2 2026, an estimated $67.4K.
  • Toll Brothers made up 0.08% of Transcend Capital Advisors's portfolio in Q2 2026, its #235 holding.
  • Transcend Capital Advisors first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.