AWM
TOL icon

Avior Wealth Management’s Toll Brothers TOL Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-2,639
Closed -$332K – 2200
2024
Q4 		$332K Sell
2,639
-757
-22% -$112K 0.01% 567
2024
Q3 		$525K Buy
3,396
+3,328
+4,894% +$451K 0.02% 438
2024
Q2 		$7.83K Sell
68
-39
-36% -$4.72K ﹤0.01% 1587
2024
Q1 		$13.8K Buy
107
+39
+57% +$4.24K ﹤0.01% 1751
2023
Q4 		$6.99K Sell
68
-18
-21% -$1.5K ﹤0.01% 1058
2023
Q3 		$6.36K Hold
86
– – ﹤0.01% 1122
2023
Q2 		$6.8K Hold
86
– – ﹤0.01% 1094
2023
Q1 		$5.16K Buy
+86
New +$4.96K ﹤0.01% 1191
2018
Q3 		– Sell
-200
Closed -$7K – 772
2018
Q2 		$7K Hold
200
– – ﹤0.01% 622
2018
Q1 		$9K Hold
200
– – ﹤0.01% 593
2017
Q4 		$10K Hold
200
– – ﹤0.01% 594
2017
Q3 		$8K Hold
200
– – ﹤0.01% 354
2017
Q2 		$8K Hold
200
– – ﹤0.01% 332
2017
Q1 		$7K Buy
+200
New +$6.67K ﹤0.01% 388

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return