Westover Capital Advisors’s Toll Brothers TOL Stock Holding History

Westover Capital Advisors’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	$807K	Hold	4,900	–	–	0.13%	115
2026 Q1	$669K	Buy	4,900 +1,200	+32%	+$176K	0.12%	122
2025 Q4	$500K	Hold	3,700	–	–	0.09%	151
2025 Q3	$511K	Hold	3,700	–	–	0.09%	144
2025 Q2	$422K	Hold	3,700	–	–	0.08%	161
2025 Q1	$391K	Hold	3,700	–	–	0.09%	164
2024 Q4	$466K	Hold	3,700	–	–	0.1%	153
2024 Q3	$572K	Hold	3,700	–	–	0.11%	133
2024 Q2	$426K	Hold	3,700	–	–	0.11%	146
2024 Q1	$479K	Hold	3,700	–	–	0.14%	115
2023 Q4	$380K	Hold	3,700	–	–	0.12%	119
2023 Q3	$274K	Hold	3,700	–	–	0.1%	145
2023 Q2	$293K	Buy	+3,700	New	+$248K	0.1%	142

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westover Capital Advisors's TOL Position: Q2 2026 in Review

Westover Capital Advisors held its Toll Brothers (TOL) position steady in Q2 2026 at 4,900 shares worth $807K. The position accounts for 0.13% of the portfolio, ranked #115.

Westover Capital Advisors first reported a position in TOL in Q2 2023 and has held it in 13 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Westover Capital Advisors held 4,900 shares of Toll Brothers worth $807K as of Q2 2026.
Westover Capital Advisors left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up 0.13% of Westover Capital Advisors's portfolio in Q2 2026, its #115 holding.
Westover Capital Advisors first reported a position in Toll Brothers in Q2 2023 and has held it in 13 quarters since.
802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.