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Toll Brothers shares owned by Planned Solutions

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Toll Brothers

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All positions including Toll Brothers held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 1.4k 154.51
2023-12-31 $144k 1.4k 102.80

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
State Street Corporation
Capital World Investors
FMR
Geode Capital Management
Massachusetts Financial Services
Invesco
Dimensional Fund Advisors
Citadel Advisors
Qube Research & Technologies
Susquehanna International
Jennison Associates
AQR Capital Management

View all funds holding Toll Brothers