Crestwood Advisors Group, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1426853 BOSTON, MA

Position in TOL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$333,948

+$26,755 QoQ

Shares Held

2,027

-10.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#516

of 799 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $2,797,275 across 5 Residential Construction names. TOL ranks #5 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	12,825	$1,160,534
2	PHM	Pultegroup Inc/Mi/	3,730	$511,793
3	NVR	Nvr Inc	63	$429,244
4	DHI	Horton D R Inc /De/	2,221	$361,756
5	TOL	Toll Brothers, Inc. This page	2,027	$333,948

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,948	2,027	-10.0%	Shares	Sole	2026-08-03
2026-03-31	$307,193	2,251	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.