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Convergence Investment Partners’s Toll Brothers TOL Stock Holding History

Convergence Investment 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
Q2 		$1.36M Buy
+8,263
New +$1.18M 0.13% 195
2024
Q4 		– Sell
-4,053
Closed -$626K – 290
2024
Q3 		$626K Buy
+4,053
New +$550K 0.17% 163
2024
Q2 		– Sell
-1,711
Closed -$221K – 294
2024
Q1 		$221K Buy
+1,711
New +$186K 0.08% 233
2021
Q2 		– Sell
-3,698
Closed -$210K – 282
2021
Q1 		$210K Buy
+3,698
New +$194K 0.1% 197
2018
Q2 		– Sell
-33,289
Closed -$1.44M – 854
2018
Q1 		$1.44M Buy
33,289
+3,050
+10% +$143K 0.19% 187
2017
Q4 		$1.45M Buy
30,239
+6,074
+25% +$279K 0.2% 194
2017
Q3 		$1M Buy
24,165
+11,663
+93% +$459K 0.14% 232
2017
Q2 		$494K Sell
12,502
-20,597
-62% -$769K 0.07% 290
2017
Q1 		$1.2M Sell
33,099
-5,144
-13% -$172K 0.17% 224
2016
Q4 		$1.19M Buy
+38,243
New +$1.13M 0.16% 244
2016
Q3 		– Sell
-55,787
Closed -$1.5M – 389
2016
Q2 		$1.5M Buy
55,787
+26,641
+91% +$749K 0.21% 186
2016
Q1 		$860K Buy
+29,146
New +$815K 0.1% 268
2015
Q2 		– Sell
-31,200
Closed -$1.23M – 417
2015
Q1 		$1.23M Buy
+31,200
New +$1.14M 0.17% 228
2014
Q2 		– Sell
-15,225
Closed -$547K – 425
2014
Q1 		$547K Buy
+15,225
New +$561K 0.08% 272

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Convergence Investment Partners's TOL Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Toll Brothers (TOL) in Q2 2026: 8,263 shares worth $1.36M. The stake represents 0.13% of the portfolio and ranks #195 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in TOL as recently as Q3 2024.

Convergence Investment Partners first reported a position in TOL in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.5M in Q2 2016. 807 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Convergence Investment Partners held 8,263 shares of Toll Brothers worth $1.36M as of Q2 2026.
  • Toll Brothers was a new Convergence Investment Partners position in Q2 2026.
  • Toll Brothers made up 0.13% of Convergence Investment Partners's portfolio in Q2 2026, its #195 holding.
  • Convergence Investment Partners first reported a position in Toll Brothers in Q1 2014 and has held it in 14 quarters since.
  • Convergence Investment Partners's Toll Brothers position peaked at $1.5M in Q2 2016.
  • 807 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.