CTA
TOL icon

Colonial Trust Advisors’s Toll Brothers TOL Stock Holding History

Colonial Trust 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 		$22.7K Sell
166
-39
-19% -$5.73K ﹤0.01% 435
2025
Q4 		$27.7K Hold
205
– – ﹤0.01% 412
2025
Q3 		$28.3K Hold
205
– – ﹤0.01% 397
2025
Q2 		$23.4K Hold
205
– – ﹤0.01% 429
2025
Q1 		$21.6K Hold
205
– – ﹤0.01% 424
2024
Q4 		$25.8K Hold
205
– – ﹤0.01% 385
2024
Q3 		$31.7K Buy
205
+153
+294% +$20.7K ﹤0.01% 384
2024
Q2 		$5.99K Hold
52
– – ﹤0.01% 588
2024
Q1 		$6.73K Hold
52
– – ﹤0.01% 659
2023
Q4 		$5.34K Hold
52
– – ﹤0.01% 601
2023
Q3 		$3.85K Hold
52
– – ﹤0.01% 645
2023
Q2 		$4.11K Buy
+52
New +$3.49K ﹤0.01% 660

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