Cape Investment Advisory’s Toll Brothers TOL Stock Holding History

Cape Investment Advisory’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 Q2	$4.78K	Buy	+29	New	+$4.13K	﹤0.01%	1040
2026 Q1	–	Sell	-34	Closed	-$4.6K	–	1114
2025 Q4	$4.6K	Buy	+34	New	+$4.62K	﹤0.01%	928
2025 Q3	–	Sell	-12	Closed	-$1.37K	–	1167
2025 Q2	$1.37K	Hold	12	–	–	﹤0.01%	999
2025 Q1	$1.27K	Hold	12	–	–	﹤0.01%	940
2024 Q4	$1.51K	Hold	12	–	–	﹤0.01%	911
2024 Q3	$1.85K	Hold	12	–	–	﹤0.01%	833
2024 Q2	$1.38K	Hold	12	–	–	﹤0.01%	818
2024 Q1	$1.55K	Hold	12	–	–	﹤0.01%	795
2023 Q4	$1.23K	Hold	12	–	–	﹤0.01%	988
2023 Q3	$888	Hold	12	–	–	﹤0.01%	845
2023 Q2	$949	Hold	12	–	–	﹤0.01%	828
2023 Q1	$720	Buy	+12	New	+$692	﹤0.01%	894

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cape Investment Advisory's TOL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Toll Brothers (TOL) in Q2 2026: 29 shares worth $4.78K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TOL as recently as Q4 2025.

Cape Investment Advisory first reported a position in TOL in Q1 2023 and has held it in 12 quarters since. 799 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Cape Investment Advisory held 29 shares of Toll Brothers worth $4.78K as of Q2 2026.
Toll Brothers was a new Cape Investment Advisory position in Q2 2026.
Toll Brothers made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1040 holding.
Cape Investment Advisory first reported a position in Toll Brothers in Q1 2023 and has held it in 12 quarters since.
799 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.