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Wealth Management Partners’s Toll Brothers TOL Stock Holding History

Wealth Management Partners’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 		$280K Buy
+1,700
New +$242K 0.07% 134
2026
Q1 		– Sell
-1,500
Closed -$203K – 154
2025
Q4 		$203K Hold
1,500
– – 0.06% 140
2025
Q3 		$207K Buy
+1,500
New +$196K 0.07% 132

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 Management Partners's TOL Position: Q2 2026 in Review

Wealth Management Partners opened a new position in Toll Brothers (TOL) in Q2 2026: 1,700 shares worth $280K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings. This is a return to the name: Wealth Management Partners previously reported a position in TOL as recently as Q4 2025.

Wealth Management Partners first reported a position in TOL in Q3 2025 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Wealth Management Partners held 1,700 shares of Toll Brothers worth $280K as of Q2 2026.
  • Toll Brothers was a new Wealth Management Partners position in Q2 2026.
  • Toll Brothers made up 0.07% of Wealth Management Partners's portfolio in Q2 2026, its #134 holding.
  • Wealth Management Partners first reported a position in Toll Brothers in Q3 2025 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.