Back to TOL
Moran Wealth Management, LLC → TOL
Moran Wealth Management, LLC TOL Position History
Toll Brothers, Inc. • Consumer Cyclical
Quarters held
7
Latest value
$97K
Q3 2026
Peak value
$14.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.7M |
| Q1 2026 | $12.2M |
| Q1 2026 | $9K |
| Q2 2026 | $14.8M |
| Q2 2026 | $48K |
| Q3 2026 | $12.6M |
| Q3 2026 | $97K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $97K | 720 | — | — |
| Q3 2026 | $12.6M | 93.5K | — | — |
| Q2 2026 | $48K | 294 | — | — |
| Q2 2026 | $14.8M | 89.7K | — | — |
| Q1 2026 | $9K | 63 | — | — |
| Q1 2026 | $12.2M | 89.4K | — | — |
| Q4 2025 | $10.7M | 79.5K | — | — |
Other funds holding TOL
$927.6M
$770.4M
$757.7M
$756.5M
$709.4M
$577.6M
$577.6M