Planning Strategies Inc.’s Toll Brothers TOL Stock Holding History

Planning Strategies Inc.’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	$1.81K	Buy	+11	New	+$1.56K	﹤0.01%	615

Other funds holding TOL

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s TOL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Toll Brothers (TOL) in Q2 2026: 11 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

261 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Planning Strategies Inc. held 11 shares of Toll Brothers worth $1.81K as of Q2 2026.
Toll Brothers was a new Planning Strategies Inc. position in Q2 2026.
Toll Brothers made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #615 holding.
261 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.