Capstone Investment Advisors
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Capstone Investment Advisors’s Toll Brothers TOL Stock Holding History

Capstone Investment 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 		$453K Buy
+2,752
New +$391K ﹤0.01% 1283
2025
Q4 		– Sell
-14,800
Closed -$2.04M – 2049
2025
Q3 		$2.04M Buy
+14,800
New +$1.93M ﹤0.01% 754
2024
Q4 		– Sell
-1,427
Closed -$220K – 2009
2024
Q3 		$220K Sell
1,427
-1,486
-51% -$202K ﹤0.01% 1543
2024
Q2 		$336K Sell
2,913
-10,115
-78% -$1.22M ﹤0.01% 1530
2024
Q1 		$1.69M Buy
13,028
+7,775
+148% +$846K 0.01% 864
2023
Q4 		$540K Buy
+5,253
New +$438K ﹤0.01% 1300
2018
Q3 		– Sell
-15,100
Closed -$559K – 1342
2018
Q2 		$559K Buy
+15,100
New +$618K 0.01% 470
2017
Q3 		– Sell
-46,996
Closed -$1.86M – 728
2017
Q2 		$1.86M Sell
46,996
-2,923
-6% -$109K 0.05% 253
2017
Q1 		$1.8M Sell
49,919
-50,847
-50% -$1.7M 0.05% 306
2016
Q4 		$3.12M Buy
+100,766
New +$2.99M 0.1% 196
2016
Q3 		– Sell
-222,790
Closed -$6M – 912
2016
Q2 		$6M Buy
222,790
+112,515
+102% +$3.16M 0.11% 124
2016
Q1 		$3.25M Buy
+110,275
New +$3.08M 0.1% 141
2013
Q4 		– Sell
-56,508
Closed -$1.83M – 563
2013
Q3 		$1.83M Buy
56,508
+27,967
+98% +$904K 0.02% 355
2013
Q2 		$931K Buy
+28,541
New +$965K 0.01% 355

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

Capstone Investment Advisors's TOL Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Toll Brothers (TOL) in Q2 2026: 2,752 shares worth $453K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in TOL as recently as Q3 2025.

Capstone Investment Advisors first reported a position in TOL in Q2 2013 and has held it in 14 quarters since. The position peaked at $6M in Q2 2016. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Capstone Investment Advisors held 2,752 shares of Toll Brothers worth $453K as of Q2 2026.
  • Toll Brothers was a new Capstone Investment Advisors position in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1283 holding.
  • Capstone Investment Advisors first reported a position in Toll Brothers in Q2 2013 and has held it in 14 quarters since.
  • Capstone Investment Advisors's Toll Brothers position peaked at $6M in Q2 2016.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.