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Western Wealth Management’s Toll Brothers TOL Stock Holding History

Western 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
Q2 		$437K Buy
2,654
+7
+0.3% +$996 0.01% 716
2026
Q1 		$361K Sell
2,647
-11
-0.4% -$1.61K 0.01% 733
2025
Q4 		$359K Buy
2,658
+68
+3% +$9.23K 0.02% 608
2025
Q3 		$358K Sell
2,590
-64
-2% -$8.35K 0.02% 540
2025
Q2 		$303K Buy
2,654
+433
+19% +$44.9K 0.02% 550
2025
Q1 		$235K Buy
+2,221
New +$267K 0.02% 602

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

Western Wealth Management's TOL Position: Q2 2026 in Review

Western Wealth Management increased its Toll Brothers (TOL) stake by 0.26% in Q2 2026, buying an estimated $996 and bringing the position to 2,654 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #716.

Western Wealth Management first reported a position in TOL in Q1 2025 and has held it in 6 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Western Wealth Management held 2,654 shares of Toll Brothers worth $437K as of Q2 2026.
  • Western Wealth Management bought 7 Toll Brothers shares in Q2 2026, an estimated $996.
  • Toll Brothers made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Western Wealth Management first reported a position in Toll Brothers in Q1 2025 and has held it in 6 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.