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Centaurus Financial’s Toll Brothers TOL Stock Holding History

Centaurus Financial’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
2025
Q1 		– Sell
-2,040
Closed -$257K – 937
2024
Q4 		$257K Sell
2,040
-288
-12% -$42.8K 0.02% 596
2024
Q3 		$360K Buy
2,328
+9
+0.4% +$1.22K 0.02% 484
2024
Q2 		$267K Hold
2,319
– – 0.02% 531
2024
Q1 		$300K Buy
+2,319
New +$252K 0.02% 502
2021
Q2 		– Sell
-2,099
Closed -$119K – 935
2021
Q1 		$119K Buy
+2,099
New +$110K 0.01% 746
2018
Q3 		– Sell
-111
Closed -$4K – 1909
2018
Q2 		$4K Buy
+111
New +$4.55K ﹤0.01% 1882

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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Centaurus Financial's TOL Position: Q1 2025 in Review

Centaurus Financial sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 2,040 shares — an estimated $257K sold.

Centaurus Financial first reported a position in TOL in Q2 2018 and held it in 6 quarters. The position peaked at $360K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Centaurus Financial reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Centaurus Financial sold 2,040 Toll Brothers shares in Q1 2025, an estimated $257K.
  • Centaurus Financial first reported a position in Toll Brothers in Q2 2018 and held it in 6 quarters.
  • Centaurus Financial's Toll Brothers position peaked at $360K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Centaurus Financial's 13F filing for Q1 2025, filed 15 May 2025.