Avion Wealth’s Toll Brothers TOL Stock Holding History

Avion 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
2026 Q1	$6K	Buy	46 +3	+7%	+$441	﹤0.01%	629
2025 Q4	$5K	Buy	43 +8	+23%	+$1.09K	﹤0.01%	675
2025 Q3	$4K	Hold	35	–	–	﹤0.01%	712
2025 Q2	$3K	Buy	35 +1	+3%	+$104	﹤0.01%	754
2025 Q1	$4K	Hold	34	–	–	﹤0.01%	608
2024 Q4	$4K	Sell	34 -4	-11%	-$594	﹤0.01%	606
2024 Q3	$5K	Buy	38 +9	+31%	+$1.22K	﹤0.01%	538
2024 Q2	$3K	Buy	29 +4	+16%	+$484	﹤0.01%	578
2024 Q1	$4K	Hold	25	–	–	﹤0.01%	520
2023 Q4	$3K	Sell	25 -1	-4%	-$83	﹤0.01%	507
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	740
2023 Q2	$1K	Buy	+26	New	+$1.75K	﹤0.01%	652

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

Dimensional Fund Advisors

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

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return