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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
Q3 		$180K Buy
1,333
+7
+0.5% +$1.02K 0.04% 138
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
OAM
Oak Asset Management Westlake Village, California $317M AUM 22.64% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

True Wealth Design's TOL Position: Q3 2026 in Review

True Wealth Design increased its Toll Brothers (TOL) stake by 0.53% in Q3 2026, buying an estimated $1.02K and bringing the position to 1,333 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #138.

True Wealth Design first reported a position in TOL in Q2 2024 and has held it in 10 quarters since. The position peaked at $218K in Q2 2026. 44 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • True Wealth Design held 1,333 shares of Toll Brothers worth $180K as of Q3 2026.
  • True Wealth Design bought 7 Toll Brothers shares in Q3 2026, an estimated $1.02K.
  • Toll Brothers made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #138 holding.
  • True Wealth Design first reported a position in Toll Brothers in Q2 2024 and has held it in 10 quarters since.
  • True Wealth Design's Toll Brothers position peaked at $218K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.