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Bogart Wealth LLC’s Toll Brothers TOL Stock Holding History

Bogart Wealth LLC’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 		$6.55K Sell
48
-5
-9% -$734 ﹤0.01% 995
2025
Q4 		$7.17K Sell
53
-165
-76% -$22.4K ﹤0.01% 927
2025
Q3 		$30.1K Hold
218
– – ﹤0.01% 559
2025
Q2 		$24.9K Buy
218
+68
+45% +$7.06K ﹤0.01% 585
2025
Q1 		$15.8K Buy
150
+21
+16% +$2.52K ﹤0.01% 644
2024
Q4 		$16.2K Buy
129
+66
+105% +$9.8K ﹤0.01% 632
2024
Q3 		$9.73K Buy
+63
New +$8.54K ﹤0.01% 701
2017
Q4 		– Sell
-680
Closed -$29K – 355
2017
Q3 		$29K Buy
+680
New +$26.7K 0.02% 169

Other funds holding TOL

BlackRock
BlackRock New York $5.7T 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