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Bailard’s Toll Brothers TOL Stock Holding History

Bailard’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 		$200K Buy
+1,466
New +$215K ﹤0.01% 706
2025
Q4 		– Sell
-1,461
Closed -$202K – 878
2025
Q3 		$202K Buy
+1,461
New +$191K ﹤0.01% 729
2024
Q4 		– Sell
-1,460
Closed -$226K – 834
2024
Q3 		$226K Buy
+1,460
New +$198K 0.01% 678
2022
Q4 		– Sell
-7,924
Closed -$333K – 781
2022
Q3 		$333K Buy
+7,924
New +$367K 0.01% 441

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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

Bailard's TOL Position: Q1 2026 in Review

Bailard opened a new position in Toll Brothers (TOL) in Q1 2026: 1,466 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Bailard previously reported a position in TOL as recently as Q3 2025.

Bailard first reported a position in TOL in Q3 2022 and has held it in 4 quarters since. The position peaked at $333K in Q3 2022. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Bailard held 1,466 shares of Toll Brothers worth $200K as of Q1 2026.
  • Toll Brothers was a new Bailard position in Q1 2026.
  • Toll Brothers made up ﹤0.01% of Bailard's portfolio in Q1 2026, its #706 holding.
  • Bailard first reported a position in Toll Brothers in Q3 2022 and has held it in 4 quarters since.
  • Bailard's Toll Brothers position peaked at $333K in Q3 2022.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.