Covestor’s Toll Brothers TOL Stock Holding History

Covestor’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	$42K	Sell	305 -138	-31%	-$20.3K	0.03%	808
2025 Q4	$60K	Sell	443 -190	-30%	-$25.8K	0.03%	842
2025 Q3	$88K	Sell	633 -718	-53%	-$93.7K	0.05%	649
2025 Q2	$154K	Buy	1,351 +179	+15%	+$18.6K	0.09%	306
2025 Q1	$124K	Buy	1,172 +976	+498%	+$117K	0.08%	363
2024 Q4	$25K	Sell	196 -279	-59%	-$41.4K	0.02%	1119
2024 Q3	$74K	Buy	475 +138	+41%	+$18.7K	0.05%	695
2024 Q2	$39K	Sell	337 -86	-20%	-$10.4K	0.03%	964
2024 Q1	$55K	Sell	423 -1,937	-82%	-$211K	0.04%	849
2023 Q4	$243K	Buy	2,360 +570	+32%	+$47.5K	0.17%	79
2023 Q3	$132K	Sell	1,790 -301	-14%	-$23.8K	0.1%	279
2023 Q2	$165K	Sell	2,091 -8	-0.4%	-$537	0.13%	188
2023 Q1	$126K	Buy	2,099 +32	+2%	+$1.84K	0.11%	266
2022 Q4	$103K	Buy	2,067 +479	+30%	+$22K	0.08%	373
2022 Q3	$67K	Sell	1,588 -169	-10%	-$7.83K	0.06%	574
2022 Q2	$78K	Buy	1,757 +262	+18%	+$12.3K	0.06%	547
2022 Q1	$70K	Buy	1,495 +817	+121%	+$45.8K	0.05%	690
2021 Q4	$49K	Buy	+678	New	+$43.6K	0.07%	557

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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