Back to TOL
Summit Place Financial Advisors, LLC → TOL
Summit Place Financial Advisors, LLC TOL Position History
Toll Brothers, Inc. • Consumer Cyclical
Quarters held
4
Latest value
$1.9M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q1 2026 | $2M |
| Q2 2026 | $2.5M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 14.1K | — | — |
| Q2 2026 | $2.5M | 15.1K | — | — |
| Q1 2026 | $2M | 14.3K | — | — |
| Q4 2025 | $1.7M | 12.9K | — | — |
Other funds holding TOL
$927.6M
$770.4M
$757.7M
$756.5M
$709.4M
$577.6M
$577.6M