Western Pacific Wealth Management’s Toll Brothers TOL Stock Holding History

Western Pacific Wealth Management’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	$166K	Hold	1,220	–	–	0.17%	65
2025 Q4	$165K	Hold	1,220	–	–	0.16%	69
2025 Q3	$169K	Hold	1,220	–	–	0.16%	72
2025 Q2	$139K	Hold	1,220	–	–	0.13%	88
2025 Q1	$129K	Hold	1,220	–	–	0.12%	87
2024 Q4	$154K	Hold	1,220	–	–	0.12%	81
2024 Q3	$188K	Hold	1,220	–	–	0.13%	64
2024 Q2	$141K	Hold	1,220	–	–	0.11%	67
2024 Q1	$158K	Hold	1,220	–	–	0.11%	68
2023 Q4	$125K	Hold	1,220	–	–	0.09%	73
2023 Q3	$90.2K	Buy	1,220 +620	+103%	+$48.9K	0.07%	89
2023 Q2	$47.4K	Buy	+600	New	+$40.3K	0.04%	146

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Western Pacific Wealth Management's TOL Position: Q1 2026 in Review

Western Pacific Wealth Management held its Toll Brothers (TOL) position steady in Q1 2026 at 1,220 shares worth $166K. The position accounts for 0.17% of the portfolio, ranked #65.

Western Pacific Wealth Management first reported a position in TOL in Q2 2023 and has held it in 12 quarters since. The position peaked at $188K in Q3 2024. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

Western Pacific Wealth Management held 1,220 shares of Toll Brothers worth $166K as of Q1 2026.
Western Pacific Wealth Management left its Toll Brothers share count unchanged in Q1 2026.
Toll Brothers made up 0.17% of Western Pacific Wealth Management's portfolio in Q1 2026, its #65 holding.
Western Pacific Wealth Management first reported a position in Toll Brothers in Q2 2023 and has held it in 12 quarters since.
Western Pacific Wealth Management's Toll Brothers position peaked at $188K in Q3 2024.
779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.