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Waverly Advisors’s Toll Brothers TOL Stock Holding History

Waverly 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
Q1 		$5.34M Buy
39,111
+35,933
+1,131% +$5.28M 0.04% 400
2025
Q4 		$430K Buy
3,178
+1,487
+88% +$202K ﹤0.01% 1063
2025
Q3 		$234K Buy
+1,691
New +$221K ﹤0.01% 1142

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Waverly Advisors's TOL Position: Q1 2026 in Review

Waverly Advisors increased its Toll Brothers (TOL) stake by 1,131% in Q1 2026, buying an estimated $5.28M and bringing the position to 39,111 shares worth $5.34M. The position accounts for 0.04% of the portfolio, ranked #400.

Waverly Advisors first reported a position in TOL in Q3 2025 and has held it in 3 quarters since. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Waverly Advisors held 39,111 shares of Toll Brothers worth $5.34M as of Q1 2026.
  • Waverly Advisors bought 35,933 Toll Brothers shares in Q1 2026, an estimated $5.28M.
  • Toll Brothers made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #400 holding.
  • Waverly Advisors first reported a position in Toll Brothers in Q3 2025 and has held it in 3 quarters since.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.