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Valued Wealth Advisors’s Toll Brothers TOL Stock Holding History

Valued Wealth 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 		$3.47K Hold
21
– – ﹤0.01% 544
2026
Q1 		$2.87K Buy
21
+16
+320% +$2.35K ﹤0.01% 484
2025
Q4 		$682 Hold
5
– – ﹤0.01% 508
2025
Q3 		$696 Sell
5
-1
-17% -$131 ﹤0.01% 488
2025
Q2 		$688 Hold
6
– – ﹤0.01% 489
2025
Q1 		$635 Sell
6
-6
-50% -$720 ﹤0.01% 530
2024
Q4 		$1.51K Buy
12
+8
+200% +$1.19K ﹤0.01% 429
2024
Q3 		$619 Hold
4
– – ﹤0.01% 516
2024
Q2 		$461 Buy
4
+2
+100% +$242 ﹤0.01% 506
2024
Q1 		$259 Buy
+2
New +$218 ﹤0.01% 536

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's TOL Position: Q2 2026 in Review

Valued Wealth Advisors held its Toll Brothers (TOL) position steady in Q2 2026 at 21 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Valued Wealth Advisors first reported a position in TOL in Q1 2024 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Valued Wealth Advisors held 21 shares of Toll Brothers worth $3.47K as of Q2 2026.
  • Valued Wealth Advisors left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #544 holding.
  • Valued Wealth Advisors first reported a position in Toll Brothers in Q1 2024 and has held it in 10 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.