Trust Point Inc’s Toll Brothers TOL Stock Holding History

Trust Point Inc’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	$274K	Sell	1,666 -92	-5%	-$13.1K	0.02%	363
2026 Q1	$240K	Buy	1,758 +56	+3%	+$8.22K	0.02%	454
2025 Q4	$230K	Sell	1,702 -367	-18%	-$49.8K	0.02%	435
2025 Q3	$286K	Buy	+2,069	New	+$270K	0.02%	375
2025 Q1	–	Sell	-1,777	Closed	-$224K	–	556
2024 Q4	$224K	Buy	1,777 +12	+0.7%	+$1.78K	0.02%	519
2024 Q3	$273K	Buy	+1,765	New	+$239K	0.02%	423
2024 Q2	–	Sell	-1,885	Closed	-$244K	–	532
2024 Q1	$244K	Buy	+1,885	New	+$205K	0.02%	459

Other funds holding TOL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Trust Point Inc's TOL Position: Q2 2026 in Review

Trust Point Inc reduced its Toll Brothers (TOL) stake by 5.2% in Q2 2026, selling an estimated $13.1K and leaving 1,666 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #363.

Trust Point Inc first reported a position in TOL in Q1 2024 and has held it in 7 quarters since. The position peaked at $286K in Q3 2025. 145 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Trust Point Inc held 1,666 shares of Toll Brothers worth $274K as of Q2 2026.
Trust Point Inc sold 92 Toll Brothers shares in Q2 2026, an estimated $13.1K.
Toll Brothers made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #363 holding.
Trust Point Inc first reported a position in Toll Brothers in Q1 2024 and has held it in 7 quarters since.
Trust Point Inc's Toll Brothers position peaked at $286K in Q3 2025.
145 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.