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Toll Brothers shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Toll Brothers

Tip: Access up to 7 years of quarterly data

All positions including Toll Brothers held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $155k 1.3k 115.18
2024-03-31 $174k 1.3k 129.37
2023-09-30 $100k 1.3k 73.96
2023-06-30 $106k 1.3k 79.07
2023-03-31 $81k 1.3k 60.03

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View all positions for WR Wealth Planners

Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
State Street Corporation
Capital World Investors
Dimensional Fund Advisors
Massachusetts Financial Services
Geode Capital Management
Invesco
Jpmorgan Chase & Co
Pacer Advisors
Bank of New York Mellon
LSV Asset Management
Allianz Asset Management
Goldman Sachs Group

View all funds holding Toll Brothers