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Valeo Financial Advisors’s Toll Brothers TOL Stock Holding History

Valeo 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 		$365K Buy
2,213
+176
+9% +$25K 0.01% 552
2026
Q1 		$278K Buy
2,037
+39
+2% +$5.73K 0.01% 582
2025
Q4 		$270K Buy
1,998
+54
+3% +$7.33K 0.01% 661
2025
Q3 		$269K Buy
+1,944
New +$254K 0.01% 647
2021
Q2 		– Sell
-2,004
Closed -$114K – 1707
2021
Q1 		$114K Sell
2,004
-1,042
-34% -$54.5K 0.01% 578
2020
Q4 		$132K Buy
3,046
+3,043
+101,433% +$141K 0.01% 504
2020
Q3 		$0 Buy
+3
New +$121 ﹤0.01% 2120
2019
Q3 		– Sell
-388
Closed -$14K – 1669
2019
Q2 		$14K Sell
388
-256
-40% -$9.56K ﹤0.01% 942
2019
Q1 		$23K Buy
644
+609
+1,740% +$21.9K ﹤0.01% 752
2018
Q4 		$1K Sell
35
-1,000
-97% -$32.1K ﹤0.01% 1419
2018
Q3 		$35K Buy
1,035
+35
+4% +$1.27K ﹤0.01% 626
2018
Q2 		$34K Buy
1,000
+887
+785% +$36.3K ﹤0.01% 632
2018
Q1 		$5K Buy
+113
New +$5.31K ﹤0.01% 1158

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

Valeo Financial Advisors's TOL Position: Q2 2026 in Review

Valeo Financial Advisors increased its Toll Brothers (TOL) stake by 8.6% in Q2 2026, buying an estimated $25K and bringing the position to 2,213 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #552.

Valeo Financial Advisors first reported a position in TOL in Q1 2018 and has held it in 13 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Valeo Financial Advisors held 2,213 shares of Toll Brothers worth $365K as of Q2 2026.
  • Valeo Financial Advisors bought 176 Toll Brothers shares in Q2 2026, an estimated $25K.
  • Toll Brothers made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #552 holding.
  • Valeo Financial Advisors first reported a position in Toll Brothers in Q1 2018 and has held it in 13 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.