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Turning Point Benefit Group’s Toll Brothers TOL Stock Holding History

Turning Point Benefit Group’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 		– Sell
-261
Closed -$35.3K – 727
2025
Q4 		$35.3K Hold
261
– – 0.02% 166
2025
Q3 		$36.5K Buy
+261
New +$34.1K 0.02% 156

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Turning Point Benefit Group's TOL Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Toll Brothers (TOL) in Q1 2026, closing a stake of 261 shares — an estimated $35.3K sold.

Turning Point Benefit Group first reported a position in TOL in Q3 2025 and held it in 2 quarters. The position peaked at $36.5K in Q3 2025. 784 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Toll Brothers position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 261 Toll Brothers shares in Q1 2026, an estimated $35.3K.
  • Turning Point Benefit Group first reported a position in Toll Brothers in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Toll Brothers position peaked at $36.5K in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.