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Whipplewood Advisors’s Toll Brothers TOL Stock Holding History

Whipplewood 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 		– Sell
-27
Closed -$3.69K – 996
2026
Q1 		$3.69K Buy
27
+13
+93% +$1.91K ﹤0.01% 668
2025
Q4 		$1.89K Buy
+14
New +$1.9K ﹤0.01% 350
2025
Q3 		– Sell
-41
Closed -$4.68K – 1079
2025
Q2 		$4.68K Buy
41
+35
+583% +$3.63K ﹤0.01% 709
2025
Q1 		$4.33K Sell
6
-35
-85% -$4.2K ﹤0.01% 729
2024
Q4 		$5.16K Buy
+41
New +$6.09K ﹤0.01% 696

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

Whipplewood Advisors's TOL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 27 shares — an estimated $3.69K sold.

Whipplewood Advisors first reported a position in TOL in Q4 2024 and held it in 5 quarters. The position peaked at $5.16K in Q4 2024. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Whipplewood Advisors reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 27 Toll Brothers shares in Q2 2026, an estimated $3.69K.
  • Whipplewood Advisors first reported a position in Toll Brothers in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Toll Brothers position peaked at $5.16K in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.