180 Wealth Advisors’s Toll Brothers TOL Stock Holding History

180 Wealth 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
2025 Q1	–	Sell	-1,766	Closed	-$222K	–	448
2024 Q4	$222K	Sell	1,766 -25	-1%	-$3.71K	0.03%	368
2024 Q3	$277K	Sell	1,791 -150	-8%	-$20.3K	0.04%	349
2024 Q2	$236K	Buy	+1,941	New	+$235K	0.04%	369

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

180 Wealth Advisors's TOL Position: Q1 2025 in Review

180 Wealth Advisors sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 1,766 shares — an estimated $222K sold.

180 Wealth Advisors first reported a position in TOL in Q2 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

180 Wealth Advisors reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
180 Wealth Advisors sold 1,766 Toll Brothers shares in Q1 2025, an estimated $222K.
180 Wealth Advisors first reported a position in Toll Brothers in Q2 2024 and held it in 3 quarters.
180 Wealth Advisors's Toll Brothers position peaked at $277K in Q3 2024.
661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on 180 Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.