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Capital Performance Advisors’s Toll Brothers TOL Stock Holding History

Capital Performance Advisors’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 		– Sell
-3,286
Closed -$448K – 472
2026
Q1 		$448K Buy
3,286
+333
+11% +$48.9K 0.03% 235
2025
Q4 		$399K Buy
2,953
+24
+0.8% +$3.26K 0.03% 253
2025
Q3 		$405K Buy
2,929
+43
+1% +$5.61K 0.07% 164
2025
Q2 		$329K Buy
+2,886
New +$299K 0.06% 145
2024
Q4 		– Sell
-176
Closed -$27.2K – 2464
2024
Q3 		$27.2K Buy
+176
New +$23.9K 0.01% 514

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 Performance Advisors's TOL Position: Q2 2026 in Review

Capital Performance Advisors sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 3,286 shares — an estimated $448K sold.

Capital Performance Advisors first reported a position in TOL in Q3 2024 and held it in 5 quarters. The position peaked at $448K in Q1 2026. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Capital Performance Advisors reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,286 Toll Brothers shares in Q2 2026, an estimated $448K.
  • Capital Performance Advisors first reported a position in Toll Brothers in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's Toll Brothers position peaked at $448K in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.