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William B. Walkup & Associates’s Toll Brothers TOL Stock Holding History

William B. Walkup & Associates’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
Q3 		$2.56K Hold
19
– – ﹤0.01% 198
2026
Q2 		$3.13K Buy
+19
New +$2.7K ﹤0.01% 177

Other funds holding TOL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

William B. Walkup & Associates's TOL Position: Q3 2026 in Review

William B. Walkup & Associates held its Toll Brothers (TOL) position steady in Q3 2026 at 19 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

William B. Walkup & Associates first reported a position in TOL in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.13K in Q2 2026. 640 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • William B. Walkup & Associates held 19 shares of Toll Brothers worth $2.56K as of Q3 2026.
  • William B. Walkup & Associates left its Toll Brothers share count unchanged in Q3 2026.
  • Toll Brothers made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q3 2026, its #198 holding.
  • William B. Walkup & Associates first reported a position in Toll Brothers in Q2 2026 and has held it in 2 quarters since.
  • William B. Walkup & Associates's Toll Brothers position peaked at $3.13K in Q2 2026.
  • 640 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.