CVA Family Office’s Toll Brothers TOL Stock Holding History

CVA Family Office’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	$40.1K	Buy	294 +164	+126%	+$24.1K	﹤0.01%	648
2025 Q4	$17.6K	Hold	130	–	–	﹤0.01%	713
2025 Q3	$18K	Hold	130	–	–	﹤0.01%	718
2025 Q2	$14.8K	Buy	130 +5	+4%	+$519	﹤0.01%	740
2025 Q1	$13.2K	Hold	125	–	–	﹤0.01%	756
2024 Q4	$15.7K	Hold	125	–	–	﹤0.01%	717
2024 Q3	$19.3K	Hold	125	–	–	﹤0.01%	661
2024 Q2	$14.4K	Hold	125	–	–	﹤0.01%	685
2024 Q1	$16.2K	Hold	125	–	–	﹤0.01%	680
2023 Q4	$12.8K	Buy	+125	New	+$10.4K	﹤0.01%	686
2023 Q3	–	Sell	-125	Closed	-$9.88K	–	872
2023 Q2	$9.88K	Hold	125	–	–	﹤0.01%	726
2023 Q1	$7.5K	Hold	125	–	–	﹤0.01%	723
2022 Q4	$6.24K	Buy	+125	New	+$5.75K	﹤0.01%	714
2022 Q2	–	Sell	-65	Closed	-$3K	–	990
2022 Q1	$3K	Sell	65 -135	-68%	-$7.57K	﹤0.01%	844
2021 Q4	$14K	Buy	+200	New	+$12.9K	﹤0.01%	592
2021 Q3	–	Sell	-105	Closed	-$6K	–	834
2021 Q2	$6K	Hold	105	–	–	﹤0.01%	745
2021 Q1	$6K	Buy	+105	New	+$5.5K	﹤0.01%	602

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