Capital World Investors’s Toll Brothers TOL Stock Holding History

Capital World Investors’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	$711M	Buy	5,207,777 +11,475	+0.2%	+$1.68M	0.1%	176
2025 Q4	$703M	Buy	5,196,302 +8,629	+0.2%	+$1.17M	0.1%	174
2025 Q3	$717M	Buy	5,187,673 +1,763,211	+51%	+$230M	0.1%	172
2025 Q2	$391M	Buy	3,424,462 +173,974	+5%	+$18.1M	0.06%	225
2025 Q1	$343M	Buy	3,250,488 +1,848	+0.1%	+$222K	0.06%	231
2024 Q4	$409M	Buy	3,248,640 +1,584	+0%	+$235K	0.06%	207
2024 Q3	$502M	Hold	3,247,056	–	–	0.08%	191
2024 Q2	$374M	Buy	3,247,056 +133	+0%	+$16.1K	0.06%	220
2024 Q1	$420M	Buy	3,246,923 +1,454	+0%	+$158K	0.07%	216
2023 Q4	$334M	Hold	3,245,469	–	–	0.06%	238
2023 Q3	$240M	Buy	3,245,469 +1,252	+0%	+$98.8K	0.05%	253
2023 Q2	$257M	Hold	3,244,217	–	–	0.05%	250
2023 Q1	$195M	Hold	3,244,217	–	–	0.04%	278
2022 Q4	$162M	Hold	3,244,217	–	–	0.03%	299
2022 Q3	$136M	Hold	3,244,217	–	–	0.03%	306
2022 Q2	$145M	Buy	3,244,217 +1,293,561	+66%	+$60.5M	0.03%	302
2022 Q1	$91.7M	Sell	1,950,656 -9,790,107	-83%	-$549M	0.02%	364
2021 Q4	$850M	Sell	11,740,763 -1,492,664	-11%	-$95.9M	0.13%	162
2021 Q3	$732M	Buy	13,233,427 +1,135	+0%	+$67.1K	0.12%	175
2021 Q2	$765M	Sell	13,232,292 -256,378	-2%	-$15.6M	0.13%	171
2021 Q1	$765M	Buy	13,488,670 +946,266	+8%	+$49.5M	0.14%	158
2020 Q4	$545M	Buy	12,542,404 +69,867	+0.6%	+$3.24M	0.11%	191
2020 Q3	$607M	Sell	12,472,537 -515,472	-4%	-$20.8M	0.13%	155
2020 Q2	$423M	Sell	12,988,009 -1,904,162	-13%	-$52.1M	0.1%	184
2020 Q1	$287M	Buy	14,892,171 +4,613,869	+45%	+$175M	0.08%	199
2019 Q4	$406M	Buy	10,278,302 +1,469,006	+17%	+$58.7M	0.09%	195
2019 Q3	$362M	Buy	8,809,296 +2,568,984	+41%	+$94.7M	0.09%	194
2019 Q2	$229M	Buy	6,240,312 +84,312	+1%	+$3.15M	0.05%	235
2019 Q1	$223M	Buy	6,156,000 +1,002,000	+19%	+$36M	0.05%	236
2018 Q4	$170M	Buy	5,154,000 +4,519,000	+712%	+$145M	0.05%	240
2018 Q3	$21M	Hold	635,000	–	–	0.01%	462
2018 Q2	$23.5M	Buy	+635,000	New	+$26M	0.01%	451
2016 Q3	–	Sell	-171,800	Closed	-$4.62M	–	501
2016 Q2	$4.62M	Hold	171,800	–	–	﹤0.01%	476
2016 Q1	$5.07M	Sell	171,800 -400,000	-70%	-$11.2M	﹤0.01%	470
2015 Q4	$19M	Hold	571,800	–	–	0.01%	427
2015 Q3	$19.6M	Sell	571,800 -125,000	-18%	-$4.73M	0.01%	427
2015 Q2	$26.6M	Hold	696,800	–	–	0.01%	413
2015 Q1	$27.4M	Sell	696,800 -5,815,772	-89%	-$213M	0.01%	418
2014 Q4	$223M	Sell	6,512,572 -1,246,628	-16%	-$40.7M	0.06%	232
2014 Q3	$242M	Hold	7,759,200	–	–	0.07%	224
2014 Q2	$286M	Sell	7,759,200 -60,000	-0.8%	-$2.13M	0.08%	203
2014 Q1	$281M	Buy	7,819,200 +7,397,400	+1,754%	+$272M	0.08%	206
2013 Q4	$15.6M	Hold	421,800	–	–	﹤0.01%	432
2013 Q3	$13.7M	Hold	421,800	–	–	﹤0.01%	432
2013 Q2	$13.8M	Buy	+421,800	New	+$14.3M	﹤0.01%	417

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors's TOL Position: Q1 2026 in Review

Capital World Investors increased its Toll Brothers (TOL) stake by 0.22% in Q1 2026, buying an estimated $1.68M and bringing the position to 5,207,777 shares worth $711M. The position accounts for 0.1% of the portfolio, ranked #176.

Capital World Investors first reported a position in TOL in Q2 2013 and has held it in 45 quarters since. The position peaked at $850M in Q4 2021. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

Capital World Investors held 5,207,777 shares of Toll Brothers worth $711M as of Q1 2026.
Capital World Investors bought 11,475 Toll Brothers shares in Q1 2026, an estimated $1.68M.
Toll Brothers made up 0.1% of Capital World Investors's portfolio in Q1 2026, its #176 holding.
Capital World Investors first reported a position in Toll Brothers in Q2 2013 and has held it in 45 quarters since.
Capital World Investors's Toll Brothers position peaked at $850M in Q4 2021.
779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.