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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
Q2 		$11.4M Buy
69,147
+30,036
+77% +$4.27M 0.07% 274
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 $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

Waverly Advisors's TOL Position: Q2 2026 in Review

Waverly Advisors increased its Toll Brothers (TOL) stake by 77% in Q2 2026, buying an estimated $4.27M and bringing the position to 69,147 shares worth $11.4M. The position accounts for 0.07% of the portfolio, ranked #274.

Waverly Advisors first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Waverly Advisors held 69,147 shares of Toll Brothers worth $11.4M as of Q2 2026.
  • Waverly Advisors bought 30,036 Toll Brothers shares in Q2 2026, an estimated $4.27M.
  • Toll Brothers made up 0.07% of Waverly Advisors's portfolio in Q2 2026, its #274 holding.
  • Waverly Advisors first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.