Back to TOL
Annex Advisory Services, LLC → TOL
Annex Advisory Services, LLC TOL Position History
Toll Brothers, Inc. • Consumer Cyclical
Quarters held
4
Latest value
$37.1M
Q3 2026
Peak value
$37.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6M |
| Q1 2026 | $6.3M |
| Q2 2026 | $10M |
| Q3 2026 | $37.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37.1M | 275.1K | — | — |
| Q2 2026 | $10M | 60.7K | — | — |
| Q1 2026 | $6.3M | 45.8K | — | — |
| Q4 2025 | $6M | 44.3K | — | — |
Other funds holding TOL
$927.6M
$770.4M
$757.7M
$756.5M
$709.4M
$577.6M
$577.6M