CPG
TOL icon

Cornerstone Planning Group’s Toll Brothers TOL Stock Holding History

Cornerstone Planning 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
2026
Q1 		$3.29K Buy
24
+2
+9% +$294 ﹤0.01% 1196
2025
Q4 		$3.19K Buy
22
+19
+633% +$2.58K ﹤0.01% 1090
2025
Q3 		$1.26K Sell
3
-209
-99% -$27.3K ﹤0.01% 1258
2025
Q2 		$26.9K Buy
212
+10
+5% +$1.04K 0.01% 358
2025
Q1 		$19.8K Sell
202
-10
-5% -$1.2K ﹤0.01% 412
2024
Q4 		$29.7K Sell
212
-5
-2% -$742 0.01% 251
2024
Q3 		$32K Buy
217
+5
+2% +$678 0.01% 236
2024
Q2 		$27.2K Buy
+212
New +$25.7K 0.01% 276

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