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True Wealth Design’s Toll Brothers TOL Stock Holding History

True Wealth Design’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 		$218K Buy
1,326
+68
+5% +$9.67K 0.05% 101
2026
Q1 		$172K Buy
1,258
+34
+3% +$4.99K 0.05% 114
2025
Q4 		$166K Buy
1,224
+14
+1% +$1.9K 0.05% 107
2025
Q3 		$167K Buy
1,210
+318
+36% +$41.5K 0.05% 87
2025
Q2 		$102K Buy
892
+847
+1,882% +$87.9K 0.04% 106
2025
Q1 		$4.75K Sell
45
-45
-50% -$5.4K ﹤0.01% 701
2024
Q4 		$11.3K Buy
90
+84
+1,400% +$12.5K ﹤0.01% 402
2024
Q3 		$927 Sell
6
-2
-25% -$271 ﹤0.01% 992
2024
Q2 		$922 Buy
+8
New +$968 ﹤0.01% 528

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

True Wealth Design's TOL Position: Q2 2026 in Review

True Wealth Design increased its Toll Brothers (TOL) stake by 5.4% in Q2 2026, buying an estimated $9.67K and bringing the position to 1,326 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #101.

True Wealth Design first reported a position in TOL in Q2 2024 and has held it in 9 quarters since. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • True Wealth Design held 1,326 shares of Toll Brothers worth $218K as of Q2 2026.
  • True Wealth Design bought 68 Toll Brothers shares in Q2 2026, an estimated $9.67K.
  • Toll Brothers made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #101 holding.
  • True Wealth Design first reported a position in Toll Brothers in Q2 2024 and has held it in 9 quarters since.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.