CA
TOL icon

Clearstead Advisors’s Toll Brothers TOL Stock Holding History

Clearstead 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
Q1 		$240K Sell
1,760
-767
-30% -$113K ﹤0.01% 943
2025
Q4 		$342K Sell
2,527
-870
-26% -$118K ﹤0.01% 772
2025
Q3 		$469K Buy
3,397
+197
+6% +$25.7K 0.01% 654
2025
Q2 		$365K Buy
3,200
+2,863
+850% +$297K 0.01% 698
2025
Q1 		$35.6K Buy
337
+169
+101% +$20.3K ﹤0.01% 1258
2024
Q4 		$21.1K Sell
168
-561
-77% -$83.3K ﹤0.01% 1369
2024
Q3 		$113K Buy
729
+441
+153% +$59.8K ﹤0.01% 1003
2024
Q2 		$33.2K Buy
288
+188
+188% +$22.8K ﹤0.01% 1261
2024
Q1 		$12.7K Hold
100
– – ﹤0.01% 1023
2023
Q4 		$10.3K Sell
100
-100
-50% -$8.33K ﹤0.01% 1057
2023
Q3 		$14.8K Buy
+200
New +$15.8K ﹤0.01% 1066
2023
Q2 		– Sell
-41
Closed -$2.46K – 1438
2023
Q1 		$2.46K Buy
+41
New +$2.36K ﹤0.01% 1107

Other funds holding TOL

BlackRock
BlackRock New York $5.7T 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