Cerity Partners
TOL icon

Cerity Partners’s Toll Brothers TOL Stock Holding History

Cerity Partners’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 		$10.6M Sell
77,544
-89,382
-54% -$13.1M 0.01% 665
2025
Q4 		$22.6M Buy
166,926
+76,253
+84% +$10.4M 0.03% 391
2025
Q3 		$12.5M Buy
90,673
+12,898
+17% +$1.68M 0.02% 496
2025
Q2 		$8.88M Buy
77,775
+39,390
+103% +$4.09M 0.02% 578
2025
Q1 		$4.05M Buy
38,385
+16,922
+79% +$2.03M 0.01% 816
2024
Q4 		$2.9M Sell
21,463
-2,312
-10% -$343K 0.01% 944
2024
Q3 		$3.67M Buy
23,775
+7,994
+51% +$1.08M 0.01% 834
2024
Q2 		$1.82M Sell
15,781
-1,920
-11% -$232K ﹤0.01% 950
2024
Q1 		$2.29M Buy
17,701
+9,268
+110% +$1.01M 0.01% 912
2023
Q4 		$867K Buy
8,433
+4,291
+104% +$358K ﹤0.01% 1041
2023
Q3 		$306K Sell
4,142
-4,106
-50% -$324K ﹤0.01% 1144
2023
Q2 		$652K Buy
8,248
+1,054
+15% +$70.7K ﹤0.01% 1076
2023
Q1 		$2.02M Sell
7,194
-934
-11% -$53.9K ﹤0.01% 723
2022
Q4 		$407K Buy
8,128
+2,556
+46% +$118K ﹤0.01% 1032
2022
Q3 		$233K Sell
5,572
-545
-9% -$25.3K ﹤0.01% 998
2022
Q2 		$273K Buy
+6,117
New +$286K ﹤0.01% 943
2022
Q1 		– Sell
-3,927
Closed -$285K – 1108
2021
Q4 		$285K Buy
+3,927
New +$252K ﹤0.01% 794

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Cerity Partners's TOL Position: Q1 2026 in Review

Cerity Partners reduced its Toll Brothers (TOL) stake by 54% in Q1 2026, selling an estimated $13.1M and leaving 77,544 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #665.

Cerity Partners first reported a position in TOL in Q4 2021 and has held it in 17 quarters since. The position peaked at $22.6M in Q4 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Cerity Partners held 77,544 shares of Toll Brothers worth $10.6M as of Q1 2026.
  • Cerity Partners sold 89,382 Toll Brothers shares in Q1 2026, an estimated $13.1M.
  • Toll Brothers made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #665 holding.
  • Cerity Partners first reported a position in Toll Brothers in Q4 2021 and has held it in 17 quarters since.
  • Cerity Partners's Toll Brothers position peaked at $22.6M in Q4 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.