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1620 Investment Advisors’s Toll Brothers TOL Stock Holding History

1620 Investment Advisors’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.8K Sell
454
-78
-15% -$11.1K 0.05% 280
2026
Q1 		$72.6K Hold
532
– – 0.05% 275
2025
Q4 		$71.9K Buy
532
+52
+11% +$7.06K 0.05% 268
2025
Q3 		$66.3K Sell
480
-1
-0.2% -$131 0.05% 271
2025
Q2 		$54.9K Buy
481
+15
+3% +$1.56K 0.04% 296
2025
Q1 		$49.2K Hold
466
– – 0.04% 297
2024
Q4 		$58.7K Sell
466
-28
-6% -$4.16K 0.04% 283
2024
Q3 		$76.3K Sell
494
-22
-4% -$2.98K 0.06% 260
2024
Q2 		$59.4K Buy
+516
New +$62.5K 0.05% 278

Other funds holding TOL

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return