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Wealthspire Advisors (New York)’s Toll Brothers TOL Stock Holding History

Wealthspire Advisors (New York)’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 		$386K Sell
2,825
-804
-22% -$118K ﹤0.01% 655
2025
Q4 		$491K Buy
3,629
+2,690
+286% +$365K ﹤0.01% 612
2025
Q3 		$130K Buy
+939
New +$123K ﹤0.01% 927

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 $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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s TOL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Toll Brothers (TOL) stake by 22% in Q1 2026, selling an estimated $118K and leaving 2,825 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Wealthspire Advisors (New York) first reported a position in TOL in Q3 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 782 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,825 shares of Toll Brothers worth $386K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 804 Toll Brothers shares in Q1 2026, an estimated $118K.
  • Toll Brothers made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #655 holding.
  • Wealthspire Advisors (New York) first reported a position in Toll Brothers in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Toll Brothers position peaked at $491K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.