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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
Q2 		$524K Buy
3,179
+354
+13% +$50.4K ﹤0.01% 785
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 $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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s TOL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Toll Brothers (TOL) stake by 13% in Q2 2026, buying an estimated $50.4K and bringing the position to 3,179 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Wealthspire Advisors (New York) first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,179 shares of Toll Brothers worth $524K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 354 Toll Brothers shares in Q2 2026, an estimated $50.4K.
  • Toll Brothers made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #785 holding.
  • Wealthspire Advisors (New York) first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.