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United Capital Financial Advisors’s Toll Brothers TOL Stock Holding History

United Capital Financial 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 		$626K Sell
3,798
-2,109
-36% -$300K ﹤0.01% 1007
2026
Q1 		$806K Buy
5,907
+3,136
+113% +$460K 0.01% 845
2025
Q4 		$375K Buy
2,771
+255
+10% +$34.6K ﹤0.01% 1087
2025
Q3 		$348K Sell
2,516
-125
-5% -$16.3K ﹤0.01% 977
2025
Q2 		$301K Buy
2,641
+265
+11% +$27.5K ﹤0.01% 923
2025
Q1 		$251K Sell
2,376
-116
-5% -$13.9K ﹤0.01% 944
2024
Q4 		$314K Buy
2,492
+147
+6% +$21.8K ﹤0.01% 865
2024
Q3 		$362K Sell
2,345
-269
-10% -$36.5K ﹤0.01% 818
2024
Q2 		$301K Sell
2,614
-62
-2% -$7.5K ﹤0.01% 850
2024
Q1 		$346K Sell
2,676
-219
-8% -$23.8K ﹤0.01% 840
2023
Q4 		$298K Buy
+2,895
New +$241K ﹤0.01% 869
2019
Q3 		– Sell
-20,007
Closed -$733K – 1476
2019
Q2 		$733K Buy
20,007
+774
+4% +$28.9K ﹤0.01% 911
2019
Q1 		$696K Buy
19,233
+383
+2% +$13.8K ﹤0.01% 885
2018
Q4 		$621K Sell
18,850
-2,224
-11% -$71.4K ﹤0.01% 846
2018
Q3 		$696K Sell
21,074
-812
-4% -$29.4K ﹤0.01% 877
2018
Q2 		$810K Sell
21,886
-2,114
-9% -$86.6K 0.01% 815
2018
Q1 		$1.04M Sell
24,000
-2,127
-8% -$99.9K 0.01% 770
2017
Q4 		$1.25M Sell
26,127
-404
-2% -$18.6K 0.01% 726
2017
Q3 		$1.1M Buy
26,531
+43
+0.2% +$1.69K 0.01% 753
2017
Q2 		$1.05M Sell
26,488
-7,846
-23% -$293K 0.01% 751
2017
Q1 		$1.24M Sell
34,334
-6,521
-16% -$217K 0.01% 690
2016
Q4 		$1.27M Buy
40,855
+15,738
+63% +$466K 0.01% 681
2016
Q3 		$750K Buy
25,117
+8,765
+54% +$253K 0.01% 850
2016
Q2 		$442K Buy
+16,352
New +$459K ﹤0.01% 947
2014
Q2 		– Sell
-5,785
Closed -$208K – 926
2014
Q1 		$208K Buy
+5,785
New +$213K ﹤0.01% 863
2013
Q4 		– Sell
-14,705
Closed -$477K – 759
2013
Q3 		$477K Sell
14,705
-2,606
-15% -$84.3K 0.02% 452
2013
Q2 		$565K Buy
+17,311
New +$585K 0.02% 487

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

United Capital Financial Advisors's TOL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Toll Brothers (TOL) stake by 36% in Q2 2026, selling an estimated $300K and leaving 3,798 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

United Capital Financial Advisors first reported a position in TOL in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.27M in Q4 2016. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • United Capital Financial Advisors held 3,798 shares of Toll Brothers worth $626K as of Q2 2026.
  • United Capital Financial Advisors sold 2,109 Toll Brothers shares in Q2 2026, an estimated $300K.
  • Toll Brothers made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1007 holding.
  • United Capital Financial Advisors first reported a position in Toll Brothers in Q2 2013 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Toll Brothers position peaked at $1.27M in Q4 2016.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.