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Wiser Advisor Group’s Toll Brothers TOL Stock Holding History

Wiser Advisor Group’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 		$32.3K Hold
196
– – 0.04% 105
2026
Q1 		$26.7K Hold
196
– – 0.03% 113
2025
Q4 		$26.4K Buy
196
+1
+0.5% +$136 0.03% 119
2025
Q3 		$27K Buy
+195
New +$25.5K 0.03% 120
2025
Q2 		– Sell
-219
Closed -$23.1K – 232
2025
Q1 		$23.1K Hold
219
– – 0.03% 138
2024
Q4 		$27.6K Hold
219
– – 0.04% 126
2024
Q3 		$33.8K Hold
219
– – 0.05% 119
2024
Q2 		$25.1K Buy
219
+2
+0.9% +$242 0.04% 132
2024
Q1 		$28.2K Hold
217
– – 0.04% 129
2023
Q4 		$22.3K Buy
+217
New +$18.1K 0.04% 139

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

Wiser Advisor Group's TOL Position: Q2 2026 in Review

Wiser Advisor Group held its Toll Brothers (TOL) position steady in Q2 2026 at 196 shares worth $32.3K. The position accounts for 0.04% of the portfolio, ranked #105.

Wiser Advisor Group first reported a position in TOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.8K in Q3 2024. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Wiser Advisor Group held 196 shares of Toll Brothers worth $32.3K as of Q2 2026.
  • Wiser Advisor Group left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.04% of Wiser Advisor Group's portfolio in Q2 2026, its #105 holding.
  • Wiser Advisor Group first reported a position in Toll Brothers in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Toll Brothers position peaked at $33.8K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.