Capstone Investment Advisors
TOL icon

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
2013
Q4 		– Sell
-62,500
Closed -$2.03M – 564
2013
Q3 		$2.03M Hold
62,500
– – 0.02% 340
2013
Q2 		$2.04M Buy
+62,500
New +$2.11M 0.02% 253

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capstone Investment Advisors's TOL Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Toll Brothers (TOL) in Q4 2025, closing a stake of 14,800 shares — an estimated $2.04M sold.

Capstone Investment Advisors first reported a position in TOL in Q2 2013 and held it in 13 quarters. The position peaked at $6M in Q2 2016. 734 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Toll Brothers position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 14,800 Toll Brothers shares in Q4 2025, an estimated $2.04M.
  • Capstone Investment Advisors first reported a position in Toll Brothers in Q2 2013 and held it in 13 quarters.
  • Capstone Investment Advisors's Toll Brothers position peaked at $6M in Q2 2016.
  • 734 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.