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Capital Advisors Ltd’s Toll Brothers TOL Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
5
– – ﹤0.01% 1310
2026
Q1 		$1K Hold
5
– – ﹤0.01% 1300
2025
Q4 		$1K Hold
5
– – ﹤0.01% 1286
2025
Q3 		$1K Hold
5
– – ﹤0.01% 1295
2025
Q2 		$1K Buy
5
+4
+400% +$415 ﹤0.01% 1272
2025
Q1 		$0 Sell
1
-1
-50% -$120 ﹤0.01% 1578
2024
Q4 		$0 Hold
2
– – ﹤0.01% 1579
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1607
2024
Q2 		$0 Hold
2
– – ﹤0.01% 1634
2024
Q1 		$0 Buy
+2
New +$218 ﹤0.01% 1546
2022
Q4 		– Sell
-20
Closed -$1K – 1644
2022
Q3 		$1K Buy
+20
New +$927 ﹤0.01% 1130

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Advisors Ltd's TOL Position: Q2 2026 in Review

Capital Advisors Ltd held its Toll Brothers (TOL) position steady in Q2 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Capital Advisors Ltd first reported a position in TOL in Q3 2022 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Capital Advisors Ltd held 5 shares of Toll Brothers worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1310 holding.
  • Capital Advisors Ltd first reported a position in Toll Brothers in Q3 2022 and has held it in 11 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.