Wealth Enhancement Advisory Services
TOL icon

Wealth Enhancement Advisory Services’s Toll Brothers TOL Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$31.4M Buy
258,960
+10,555
+4% +$1.53M 0.05% 349
2026
Q2 		$33.6M Buy
248,405
+8,740
+4% +$1.24M 0.06% 295
2026
Q1 		$29.3M Sell
239,665
-103,383
-30% -$15.2M 0.06% 288
2025
Q4 		$46.7M Sell
343,048
-1,004
-0.3% -$136K 0.06% 272
2025
Q3 		$45.7M Buy
344,052
+2,344
+0.7% +$306K 0.07% 250
2025
Q2 		$40.2M Buy
341,708
+36,952
+12% +$3.83M 0.07% 266
2025
Q1 		$32.2M Sell
304,756
-196
-0.1% -$23.5K 0.06% 291
2024
Q4 		$38.4M Buy
304,952
+1,250
+0.4% +$186K 0.07% 250
2024
Q3 		$46.9M Sell
303,702
-1,844
-0.6% -$250K 0.1% 200
2024
Q2 		$35.2M Sell
305,546
-2,690
-0.9% -$326K 0.08% 228
2024
Q1 		$39.9M Buy
308,236
+2,729
+0.9% +$297K 0.1% 201
2023
Q4 		$31.4M Buy
305,507
+279,119
+1,058% +$23.3M 0.09% 211
2023
Q3 		$1.95M Buy
+26,388
New +$2.08M 0.01% 874
2021
Q3 		– Sell
-70,388
Closed -$3.82M – 340
2021
Q2 		$3.82M Sell
70,388
-13,134
-16% -$801K 0.06% 118
2021
Q1 		$5.01M Buy
83,522
+492
+0.6% +$25.8K 0.09% 96
2020
Q4 		$3.7M Buy
+83,030
New +$3.85M 0.08% 92

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's TOL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Toll Brothers (TOL) stake by 4.2% in Q3 2026, buying an estimated $1.53M and bringing the position to 258,960 shares worth $31.4M. The position accounts for 0.05% of the portfolio, ranked #349.

Wealth Enhancement Advisory Services first reported a position in TOL in Q4 2020 and has held it in 16 quarters since. The position peaked at $46.9M in Q3 2024. 406 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 258,960 shares of Toll Brothers worth $31.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 10,555 Toll Brothers shares in Q3 2026, an estimated $1.53M.
  • Toll Brothers made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #349 holding.
  • Wealth Enhancement Advisory Services first reported a position in Toll Brothers in Q4 2020 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Toll Brothers position peaked at $46.9M in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.