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Affinity Investment Advisors’s Toll Brothers TOL Stock Holding History

Affinity 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
2025
Q2 		– Sell
-2,210
Closed -$233K – 159
2025
Q1 		$233K Buy
2,210
+364
+20% +$43.7K 0.19% 125
2024
Q4 		$233K Buy
+1,846
New +$274K 0.19% 119

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Affinity Investment Advisors's TOL Position: Q2 2025 in Review

Affinity Investment Advisors sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 2,210 shares — an estimated $233K sold.

Affinity Investment Advisors first reported a position in TOL in Q4 2024 and held it in 2 quarters. The position peaked at $233K in Q1 2025. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Affinity Investment Advisors reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 2,210 Toll Brothers shares in Q2 2025, an estimated $233K.
  • Affinity Investment Advisors first reported a position in Toll Brothers in Q4 2024 and held it in 2 quarters.
  • Affinity Investment Advisors's Toll Brothers position peaked at $233K in Q1 2025.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Affinity Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.