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Atria Wealth Solutions’s Toll Brothers TOL Stock Holding History

Atria Wealth Solutions’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
-3,485
Closed -$368K – 1892
2025
Q1 		$368K Sell
3,485
-4,465
-56% -$536K ﹤0.01% 1366
2024
Q4 		$1M Buy
7,950
+3,164
+66% +$470K 0.01% 921
2024
Q3 		$739K Buy
4,786
+570
+14% +$77.3K 0.01% 1045
2024
Q2 		$486K Buy
4,216
+1,470
+54% +$178K 0.01% 1253
2024
Q1 		$355K Buy
2,746
+140
+5% +$15.2K ﹤0.01% 1445
2023
Q4 		$268K Buy
+2,606
New +$217K ﹤0.01% 1576
2023
Q3 		– Sell
-2,951
Closed -$233K – 1981
2023
Q2 		$233K Buy
+2,951
New +$198K ﹤0.01% 1603

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's TOL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 3,485 shares — an estimated $368K sold.

Atria Wealth Solutions first reported a position in TOL in Q2 2023 and held it in 7 quarters. The position peaked at $1M in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,485 Toll Brothers shares in Q2 2025, an estimated $368K.
  • Atria Wealth Solutions first reported a position in Toll Brothers in Q2 2023 and held it in 7 quarters.
  • Atria Wealth Solutions's Toll Brothers position peaked at $1M in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.