USA Financial Formulas’s Toll Brothers TOL Stock Holding History

USA Financial Formulas’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	$494	Hold	3	–	–	﹤0.01%	383
2026 Q1	$409	Hold	3	–	–	﹤0.01%	409
2025 Q4	$406	Buy	+3	New	+$407	﹤0.01%	406
2024 Q1	–	Sell	-3,330	Closed	-$342K	–	417
2023 Q4	$342K	Buy	3,330 +2,002	+151%	+$167K	0.06%	111
2023 Q3	$98.2K	Buy	1,328 +678	+104%	+$53.5K	0.15%	150
2023 Q2	$51.4K	Buy	+650	New	+$43.6K	0.08%	163
2018 Q1	–	Sell	-12,252	Closed	-$588K	–	410
2017 Q4	$588K	Buy	+12,252	New	+$564K	0.14%	116
2015 Q3	–	Sell	-6,748	Closed	-$258K	–	196
2015 Q2	$258K	Buy	+6,748	New	+$253K	0.08%	180

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

USA Financial Formulas's TOL Position: Q2 2026 in Review

USA Financial Formulas held its Toll Brothers (TOL) position steady in Q2 2026 at 3 shares worth $494. The position accounts for ﹤0.01% of the portfolio, ranked #383.

USA Financial Formulas first reported a position in TOL in Q2 2015 and has held it in 8 quarters since. The position peaked at $588K in Q4 2017. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

USA Financial Formulas held 3 shares of Toll Brothers worth $494 as of Q2 2026.
USA Financial Formulas left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #383 holding.
USA Financial Formulas first reported a position in Toll Brothers in Q2 2015 and has held it in 8 quarters since.
USA Financial Formulas's Toll Brothers position peaked at $588K in Q4 2017.
802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.