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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 $5.7T 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