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Creative Planning TOL Position History
Toll Brothers, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $53K |
| Q3 2025 | $2.8M |
| Q4 2025 | $3.3M |
| Q1 2026 | $5.2M |
| Q2 2026 | $72K |
| Q2 2026 | $6.2M |
| Q3 2026 | $71K |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 47.1K | — | — |
| Q3 2026 | $71K | 527 | — | — |
| Q2 2026 | $6.2M | 37.8K | — | — |
| Q2 2026 | $72K | 436 | — | — |
| Q1 2026 | $5.2M | 38.0K | — | — |
| Q4 2025 | $3.3M | 24.5K | — | — |
| Q3 2025 | $2.8M | 20.1K | — | — |
| Q3 2025 | $53K | 386 | — | — |
Other funds holding TOL
$927.6M
$770.4M
$757.7M
$756.5M
$709.4M
$577.6M
$577.6M