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
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 		$3.71M Buy
+83,030
New +$3.85M 0.08% 92

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

Wealth Enhancement Advisory Services's TOL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Toll Brothers (TOL) stake by 3.6% in Q2 2026, buying an estimated $1.24M and bringing the position to 248,405 shares worth $33.6M. The position accounts for 0.06% of the portfolio, ranked #295.

Wealth Enhancement Advisory Services first reported a position in TOL in Q4 2020 and has held it in 15 quarters since. The position peaked at $46.9M in Q3 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 248,405 shares of Toll Brothers worth $33.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,740 Toll Brothers shares in Q2 2026, an estimated $1.24M.
  • Toll Brothers made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #295 holding.
  • Wealth Enhancement Advisory Services first reported a position in Toll Brothers in Q4 2020 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Toll Brothers position peaked at $46.9M in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.