WT
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Whittier Trust’s Toll Brothers TOL Stock Holding History

Whittier Trust’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 		$7.57M Sell
48,817
-349
-0.7% -$49.6K 0.07% 175
2026
Q1 		$6.78M Buy
+49,166
New +$7.22M 0.08% 173
2023
Q4 		– Sell
-12
Closed -$887 – 1670
2023
Q3 		$887 Buy
+12
New +$947 ﹤0.01% 1527

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

Whittier Trust's TOL Position: Q2 2026 in Review

Whittier Trust reduced its Toll Brothers (TOL) stake by 0.71% in Q2 2026, selling an estimated $49.6K and leaving 48,817 shares worth $7.57M. The position accounts for 0.07% of the portfolio, ranked #175.

Whittier Trust first reported a position in TOL in Q3 2023 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Whittier Trust held 48,817 shares of Toll Brothers worth $7.57M as of Q2 2026.
  • Whittier Trust sold 349 Toll Brothers shares in Q2 2026, an estimated $49.6K.
  • Toll Brothers made up 0.07% of Whittier Trust's portfolio in Q2 2026, its #175 holding.
  • Whittier Trust first reported a position in Toll Brothers in Q3 2023 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.