Bell Investment Advisors’s Toll Brothers TOL Stock Holding History

Bell Investment Advisors’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	$3.69K	Hold	27	–	–	﹤0.01%	1100
2025 Q4	$3.65K	Hold	27	–	–	﹤0.01%	1112
2025 Q3	$3.73K	Sell	27 -7	-21%	-$914	﹤0.01%	1063
2025 Q2	$3.88K	Buy	34 +17	+100%	+$1.76K	﹤0.01%	1101
2025 Q1	$1.8K	Hold	17	–	–	﹤0.01%	1343
2024 Q4	$2.14K	Sell	17 -25	-60%	-$3.71K	﹤0.01%	1308
2024 Q3	$6.49K	Hold	42	–	–	﹤0.01%	802
2024 Q2	$4.84K	Sell	42 -4	-9%	-$484	﹤0.01%	934
2024 Q1	$5.95K	Buy	46 +4	+10%	+$435	﹤0.01%	832
2023 Q4	$4.32K	Buy	42 +7	+20%	+$583	﹤0.01%	956
2023 Q3	$2.59K	Buy	+35	New	+$2.76K	﹤0.01%	1159
2022 Q4	–	Sell	-11	Closed	–	–	2031
2022 Q3	$0	Hold	11	–	–	﹤0.01%	1955
2022 Q2	$0	Buy	+11	New	+$515	﹤0.01%	1829
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	1626
2021 Q3	$1K	Buy	+17	New	+$1K	﹤0.01%	1585

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