WBI Investments’s Toll Brothers TOL Stock Holding History

WBI Investments’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	$306K	Buy	2,245 +417	+23%	+$61.2K	0.08%	234
2025 Q4	$247K	Sell	1,828 -2,100	-53%	-$285K	0.06%	272
2025 Q3	$543K	Buy	+3,928	New	+$513K	0.14%	178
2023 Q2	–	Sell	-10,497	Closed	-$630K	–	228
2023 Q1	$630K	Buy	+10,497	New	+$605K	0.13%	148
2021 Q2	–	Sell	-34,536	Closed	-$1.96M	–	242
2021 Q1	$1.96M	Buy	+34,536	New	+$1.81M	0.31%	67
2019 Q4	–	Sell	-14,134	Closed	-$580K	–	252
2019 Q3	$580K	Buy	+14,134	New	+$521K	0.06%	153
2019 Q2	–	Sell	-34,884	Closed	-$1.26M	–	295
2019 Q1	$1.26M	Buy	+34,884	New	+$1.25M	0.1%	155

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WBI Investments's TOL Position: Q1 2026 in Review

WBI Investments increased its Toll Brothers (TOL) stake by 23% in Q1 2026, buying an estimated $61.2K and bringing the position to 2,245 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #234.

WBI Investments first reported a position in TOL in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.96M in Q1 2021. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

WBI Investments held 2,245 shares of Toll Brothers worth $306K as of Q1 2026.
WBI Investments bought 417 Toll Brothers shares in Q1 2026, an estimated $61.2K.
Toll Brothers made up 0.08% of WBI Investments's portfolio in Q1 2026, its #234 holding.
WBI Investments first reported a position in Toll Brothers in Q1 2019 and has held it in 7 quarters since.
WBI Investments's Toll Brothers position peaked at $1.96M in Q1 2021.
779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.