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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
Q3 		$313K Buy
2,325
+112
+5% +$16.3K 0.01% 616
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

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Valeo Financial Advisors's TOL Position: Q3 2026 in Review

Valeo Financial Advisors increased its Toll Brothers (TOL) stake by 5.1% in Q3 2026, buying an estimated $16.3K and bringing the position to 2,325 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #616.

Valeo Financial Advisors first reported a position in TOL in Q1 2018 and has held it in 14 quarters since. The position peaked at $365K in Q2 2026. 24 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Valeo Financial Advisors held 2,325 shares of Toll Brothers worth $313K as of Q3 2026.
  • Valeo Financial Advisors bought 112 Toll Brothers shares in Q3 2026, an estimated $16.3K.
  • Toll Brothers made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #616 holding.
  • Valeo Financial Advisors first reported a position in Toll Brothers in Q1 2018 and has held it in 14 quarters since.
  • Valeo Financial Advisors's Toll Brothers position peaked at $365K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.