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Toll Brothers shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Toll Brothers

Tip: Access up to 7 years of quarterly data

All positions including Toll Brothers held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 250 138.14
2025-06-30 $29k 250 114.13
2025-03-31 $26k 250 105.59
2024-12-31 $44k 350 125.95
2024-09-30 $54k 350 154.49
2024-06-30 $40k 350 115.18
2024-03-31 $45k 350 129.37
2023-12-31 $36k 350 102.79

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Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
Capital World Investors
FMR
State Street Corporation
Dimensional Fund Advisors
AQR Capital Management
Geode Capital Management
Holocene Advisors
Goldman Sachs Group
Susquehanna International
Bamco
Morgan Stanley
Bank of New York Mellon

View all funds holding Toll Brothers