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Wedmont Private Capital’s Toll Brothers TOL Stock Holding History

Wedmont Private Capital’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 		$287K Buy
+1,918
New +$273K 0.01% 754
2026
Q1 		– Sell
-1,500
Closed -$202K – 880
2025
Q4 		$202K Buy
+1,500
New +$204K 0.01% 785

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Wedmont Private Capital's TOL Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Toll Brothers (TOL) in Q2 2026: 1,918 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in TOL as recently as Q4 2025.

Wedmont Private Capital first reported a position in TOL in Q4 2025 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Wedmont Private Capital held 1,918 shares of Toll Brothers worth $287K as of Q2 2026.
  • Toll Brothers was a new Wedmont Private Capital position in Q2 2026.
  • Toll Brothers made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #754 holding.
  • Wedmont Private Capital first reported a position in Toll Brothers in Q4 2025 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.