CW
TOL icon

CreativeOne Wealth’s Toll Brothers TOL Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-10,812
Closed -$1.14M – 1183
2025
Q1 		$1.14M Buy
10,812
+5,266
+95% +$632K 0.03% 438
2024
Q4 		$699K Buy
5,546
+1,387
+33% +$206K 0.02% 597
2024
Q3 		$642K Buy
4,159
+860
+26% +$117K 0.02% 555
2024
Q2 		$380K Sell
3,299
-472
-13% -$57.1K 0.02% 552
2024
Q1 		$488K Buy
3,771
+253
+7% +$27.5K 0.02% 573
2023
Q4 		$362K Buy
+3,518
New +$293K 0.02% 445
2022
Q2 		– Sell
-4,393
Closed -$207K – 805
2022
Q1 		$207K Buy
+4,393
New +$246K 0.01% 695

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CreativeOne Wealth's TOL Position: Q2 2025 in Review

CreativeOne Wealth sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 10,812 shares — an estimated $1.14M sold.

CreativeOne Wealth first reported a position in TOL in Q1 2022 and held it in 7 quarters. The position peaked at $1.14M in Q1 2025. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • CreativeOne Wealth reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 10,812 Toll Brothers shares in Q2 2025, an estimated $1.14M.
  • CreativeOne Wealth first reported a position in Toll Brothers in Q1 2022 and held it in 7 quarters.
  • CreativeOne Wealth's Toll Brothers position peaked at $1.14M in Q1 2025.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.