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Custom Index Systems’s Toll Brothers TOL Stock Holding History

Custom Index Systems’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
Q2 		$76.4K Buy
+464
New +$66K 0.03% 348
2025
Q1 		– Sell
-6,247
Closed -$787K – 353
2024
Q4 		$787K Buy
6,247
+727
+13% +$108K 0.42% 66
2024
Q3 		$853K Buy
5,520
+1,709
+45% +$232K 0.46% 68
2024
Q2 		$439K Sell
3,811
-563
-13% -$68.1K 0.25% 110
2024
Q1 		$566K Sell
4,374
-377
-8% -$41K 0.32% 71
2023
Q4 		$488K Buy
+4,751
New +$396K 0.3% 82

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Custom Index Systems's TOL Position: Q2 2026 in Review

Custom Index Systems opened a new position in Toll Brothers (TOL) in Q2 2026: 464 shares worth $76.4K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in TOL as recently as Q4 2024.

Custom Index Systems first reported a position in TOL in Q4 2023 and has held it in 6 quarters since. The position peaked at $853K in Q3 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Custom Index Systems held 464 shares of Toll Brothers worth $76.4K as of Q2 2026.
  • Toll Brothers was a new Custom Index Systems position in Q2 2026.
  • Toll Brothers made up 0.03% of Custom Index Systems's portfolio in Q2 2026, its #348 holding.
  • Custom Index Systems first reported a position in Toll Brothers in Q4 2023 and has held it in 6 quarters since.
  • Custom Index Systems's Toll Brothers position peaked at $853K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.