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Toll Brothers shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Toll Brothers

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All positions including Toll Brothers held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 1.6k 164.75

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Top funds holding Toll Brothers

BlackRock
Greenhaven Associates
Capital World Investors
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
AQR Capital Management
Jennison Associates
Citadel Advisors
Goldman Sachs Group
Morgan Stanley
Holocene Advisors

View all funds holding Toll Brothers