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Caldwell Trust’s Toll Brothers TOL Stock Holding History

Caldwell Trust’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 		$1.91M Buy
13,980
+1,350
+11% +$198K 0.17% 113
2025
Q4 		$1.71M Buy
12,630
+1,943
+18% +$264K 0.15% 117
2025
Q3 		$1.48M Sell
10,687
-86
-0.8% -$11.2K 0.14% 135
2025
Q2 		$1.23M Buy
10,773
+1,480
+16% +$154K 0.12% 146
2025
Q1 		$981K Buy
9,293
+1,387
+18% +$167K 0.11% 162
2024
Q4 		$996K Buy
7,906
+1,452
+22% +$216K 0.1% 163
2024
Q3 		$997K Buy
6,454
+1,329
+26% +$180K 0.1% 159
2024
Q2 		$590K Buy
5,125
+934
+22% +$113K 0.07% 197
2024
Q1 		$542K Buy
4,191
+1,899
+83% +$207K 0.06% 206
2023
Q4 		$236K Buy
2,292
+945
+70% +$78.7K 0.03% 283
2023
Q3 		$99.6K Buy
1,347
+1,289
+2,222% +$102K 0.01% 357
2023
Q2 		$4.59K Buy
+58
New +$3.89K ﹤0.01% 676

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

Caldwell Trust's TOL Position: Q1 2026 in Review

Caldwell Trust increased its Toll Brothers (TOL) stake by 11% in Q1 2026, buying an estimated $198K and bringing the position to 13,980 shares worth $1.91M. The position accounts for 0.17% of the portfolio, ranked #113.

Caldwell Trust first reported a position in TOL in Q2 2023 and has held it in 12 quarters since. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Caldwell Trust held 13,980 shares of Toll Brothers worth $1.91M as of Q1 2026.
  • Caldwell Trust bought 1,350 Toll Brothers shares in Q1 2026, an estimated $198K.
  • Toll Brothers made up 0.17% of Caldwell Trust's portfolio in Q1 2026, its #113 holding.
  • Caldwell Trust first reported a position in Toll Brothers in Q2 2023 and has held it in 12 quarters since.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.