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Moran Wealth Management, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1965334 Naples, FL

Position in TOL

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$14,826,840
+$2,614,414 QoQ
Shares Held
89,996
+0.6% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#110
of 799 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TOL Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Moran Wealth Management, LLC holds $36,620,598 across 3 Residential Construction names. TOL ranks #2 (40.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TOL
Toll Brothers, Inc.
This page
89,996 $14,826,840

All Filings in TOL

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,826,840 89,996
2026-03-31 $12,212,426 89,488
2025-12-31 $10,749,449 79,496
2025-09-30 $10,234,930 74,091
2025-06-30 $3,687,768 32,312
2025-03-31 $3,795,221 35,943
2024-12-31 $4,367,190 34,674
2024-09-30 $5,080,712 32,887
2024-06-30 $3,798,636 32,980
2024-03-31 $3,647,328 28,193
2023-12-31 $1,765,932 17,180
2023-09-30 $571,267 7,724
2023-06-30 $241,637 3,056