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Cooper Financial Group’s Toll Brothers TOL Stock Holding History

Cooper Financial Group’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
-2,287
Closed -$288K – 411
2024
Q4 		$288K Buy
2,287
+148
+7% +$22K 0.03% 318
2024
Q3 		$331K Sell
2,139
-474
-18% -$64.3K 0.04% 301
2024
Q2 		$301K Buy
2,613
+8
+0.3% +$968 0.04% 302
2024
Q1 		$337K Sell
2,605
-13
-0.5% -$1.42K 0.06% 270
2023
Q4 		$269K Sell
2,618
-683
-21% -$56.9K 0.05% 287
2023
Q3 		$244K Buy
+3,301
New +$261K 0.06% 280
2022
Q2 		– Sell
-7,012
Closed -$330K – 285
2022
Q1 		$330K Buy
+7,012
New +$393K 0.13% 160

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.07B AUM 11.2% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cooper Financial Group's TOL Position: Q1 2025 in Review

Cooper Financial Group sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 2,287 shares — an estimated $288K sold.

Cooper Financial Group first reported a position in TOL in Q1 2022 and held it in 7 quarters. The position peaked at $337K in Q1 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Cooper Financial Group reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Cooper Financial Group sold 2,287 Toll Brothers shares in Q1 2025, an estimated $288K.
  • Cooper Financial Group first reported a position in Toll Brothers in Q1 2022 and held it in 7 quarters.
  • Cooper Financial Group's Toll Brothers position peaked at $337K in Q1 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Cooper Financial Group's 13F filing for Q1 2025, filed 12 May 2025.