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Waypoint Wealth Counsel’s Toll Brothers TOL Stock Holding History

Waypoint Wealth Counsel’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 		$208K Sell
1,265
-1,253
-50% -$178K 0.13% 137
2026
Q1 		$344K Sell
2,518
-167
-6% -$24.5K 0.18% 118
2025
Q4 		$363K Sell
2,685
-406
-13% -$55.1K 0.13% 155
2025
Q3 		$427K Buy
3,091
+588
+23% +$76.8K 0.17% 115
2025
Q2 		$286K Buy
+2,503
New +$260K 0.14% 126

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 $3.37T AUM 44.26% 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

Waypoint Wealth Counsel's TOL Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Toll Brothers (TOL) stake by 50% in Q2 2026, selling an estimated $178K and leaving 1,265 shares worth $208K. The position accounts for 0.13% of the portfolio, ranked #137.

Waypoint Wealth Counsel first reported a position in TOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $427K in Q3 2025. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Waypoint Wealth Counsel held 1,265 shares of Toll Brothers worth $208K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,253 Toll Brothers shares in Q2 2026, an estimated $178K.
  • Toll Brothers made up 0.13% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #137 holding.
  • Waypoint Wealth Counsel first reported a position in Toll Brothers in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Toll Brothers position peaked at $427K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.