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Coppell Advisory Solutions’s Toll Brothers TOL Stock Holding History

Coppell Advisory Solutions’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
-2,093
Closed -$264K – 1720
2024
Q4 		$264K Buy
2,093
+1,208
+136% +$179K 0.04% 236
2024
Q3 		$137K Buy
885
+669
+310% +$90.7K 0.02% 346
2024
Q2 		$24.9K Buy
+216
New +$26.1K ﹤0.01% 697
2023
Q4 		$20K Buy
+195
New +$16.2K ﹤0.01% 739
2023
Q3 		– Sell
-661
Closed -$51.8K – 1536
2023
Q2 		$51.8K Buy
+661
New +$44.4K 0.01% 357

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

Coppell Advisory Solutions's TOL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 2,093 shares — an estimated $264K sold.

Coppell Advisory Solutions first reported a position in TOL in Q2 2023 and held it in 5 quarters. The position peaked at $264K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,093 Toll Brothers shares in Q1 2025, an estimated $264K.
  • Coppell Advisory Solutions first reported a position in Toll Brothers in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Toll Brothers position peaked at $264K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.