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Alaethes Wealth’s Toll Brothers TOL Stock Holding History

Alaethes Wealth’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
-19,212
Closed -$2.03M – 115
2025
Q1 		$2.03M Buy
19,212
+640
+3% +$76.8K 0.74% 47
2024
Q4 		$2.34M Buy
18,572
+143
+0.8% +$21.2K 0.84% 35
2024
Q3 		$2.85M Sell
18,429
-878
-5% -$119K 1.05% 21
2024
Q2 		$2.22M Buy
19,307
+42
+0.2% +$5.08K 0.92% 31
2024
Q1 		$2.49M Sell
19,265
-83
-0.4% -$9.03K 1.09% 23
2023
Q4 		$1.99M Sell
19,348
-350
-2% -$29.2K 0.94% 31
2023
Q3 		$1.46M Sell
19,698
-17
-0.1% -$1.34K 0.8% 44
2023
Q2 		$1.56M Buy
19,715
+752
+4% +$50.5K 0.86% 39
2023
Q1 		$1.14M Buy
+18,963
New +$1.09M 0.67% 63

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

Alaethes Wealth's TOL Position: Q2 2025 in Review

Alaethes Wealth sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 19,212 shares — an estimated $2.03M sold.

Alaethes Wealth first reported a position in TOL in Q1 2023 and held it in 9 quarters. The position peaked at $2.85M in Q3 2024. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Alaethes Wealth reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Alaethes Wealth sold 19,212 Toll Brothers shares in Q2 2025, an estimated $2.03M.
  • Alaethes Wealth first reported a position in Toll Brothers in Q1 2023 and held it in 9 quarters.
  • Alaethes Wealth's Toll Brothers position peaked at $2.85M in Q3 2024.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Alaethes Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.