Empowered Funds’s Toll Brothers TOL Stock Holding History

Empowered Funds’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	$25.3M	Buy	+185,113	New	+$27.2M	0.16%	121
2025 Q4	–	Sell	-160,342	Closed	-$22.1M	–	1821
2025 Q3	$22.1M	Buy	160,342 +127,839	+393%	+$16.7M	0.22%	77
2025 Q2	$3.71M	Sell	32,503 -74,323	-70%	-$7.71M	0.04%	545
2025 Q1	$11.3M	Sell	106,826 -125,354	-54%	-$15M	0.16%	130
2024 Q4	$29.2M	Buy	232,180 +161,408	+228%	+$24M	0.43%	25
2024 Q3	$10.9M	Sell	70,772 -24,945	-26%	-$3.38M	0.17%	118
2024 Q2	$11M	Sell	95,717 -139,332	-59%	-$16.9M	0.19%	107
2024 Q1	$30.4M	Buy	235,049 +65,312	+38%	+$7.11M	0.55%	19
2023 Q4	$17.4M	Sell	169,737 -55,001	-24%	-$4.58M	0.44%	21
2023 Q3	$16.6M	Buy	224,738 +85,717	+62%	+$6.77M	0.49%	18
2023 Q2	$11M	Buy	139,021 +22,135	+19%	+$1.49M	0.39%	28
2023 Q1	$7.02M	Buy	+116,886	New	+$6.74M	0.41%	51
2022 Q4	–	Sell	-92,451	Closed	-$3.88M	–	659
2022 Q3	$3.88M	Buy	+92,451	New	+$4.29M	0.38%	63
2021 Q4	–	Sell	-70,654	Closed	-$3.91M	–	290
2021 Q3	$3.91M	Buy	+70,654	New	+$4.18M	0.5%	74
2018 Q2	–	Sell	-25,485	Closed	-$1.09M	–	121
2018 Q1	$1.09M	Buy	+25,485	New	+$1.2M	0.4%	86

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