Blue Trust Inc’s Toll Brothers TOL Stock Holding History

Blue Trust Inc’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	$1.36K	Hold	10	–	–	﹤0.01%	2208
2025 Q4	$1.35K	Hold	10	–	–	﹤0.01%	2225
2025 Q3	$1.38K	Hold	10	–	–	﹤0.01%	2242
2025 Q2	$1.14K	Buy	+10	New	+$1.04K	﹤0.01%	2228
2024 Q4	–	Sell	-353	Closed	-$40.6K	–	2957
2024 Q3	$40.6K	Buy	353 +186	+111%	+$25.2K	﹤0.01%	1649
2024 Q2	$21.6K	Buy	167 +162	+3,240%	+$19.6K	﹤0.01%	1627
2024 Q1	$647	Sell	5 -174	-97%	-$18.9K	﹤0.01%	1992
2023 Q4	$13K	Buy	+179	New	+$14.9K	﹤0.01%	1493
2023 Q3	–	Sell	-1	Closed	–	–	2290
2023 Q2	$0	Sell	1 -395	-100%	-$26.5K	﹤0.01%	2520
2023 Q1	$20K	Sell	396 -110	-22%	-$6.34K	﹤0.01%	1368
2022 Q4	$21K	Buy	506 +398	+369%	+$18.3K	﹤0.01%	1285
2022 Q3	$5K	Buy	108 +16	+17%	+$742	﹤0.01%	1586
2022 Q2	$4K	Buy	+92	New	+$4.3K	﹤0.01%	1530

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