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Waddell & Associates’s Toll Brothers TOL Stock Holding History

Waddell & Associates’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 		$289K Buy
1,756
+10
+0.6% +$1.42K 0.01% 415
2026
Q1 		$238K Sell
1,746
-72
-4% -$10.6K 0.01% 381
2025
Q4 		$246K Sell
1,818
-61
-3% -$8.28K 0.02% 318
2025
Q3 		$260K Buy
+1,879
New +$245K 0.02% 245

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Waddell & Associates's TOL Position: Q2 2026 in Review

Waddell & Associates increased its Toll Brothers (TOL) stake by 0.57% in Q2 2026, buying an estimated $1.42K and bringing the position to 1,756 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #415.

Waddell & Associates first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Waddell & Associates held 1,756 shares of Toll Brothers worth $289K as of Q2 2026.
  • Waddell & Associates bought 10 Toll Brothers shares in Q2 2026, an estimated $1.42K.
  • Toll Brothers made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #415 holding.
  • Waddell & Associates first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.