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Evergreen Capital Management’s Toll Brothers TOL Stock Holding History

Evergreen Capital Management’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 		$690K Sell
4,189
-2,583
-38% -$367K 0.01% 718
2026
Q1 		$924K Buy
6,772
+3,084
+84% +$453K 0.02% 520
2025
Q4 		$499K Sell
3,688
-565
-13% -$76.7K 0.01% 744
2025
Q3 		$588K Buy
4,253
+1,444
+51% +$188K 0.01% 585
2025
Q2 		$321K Sell
2,809
-390
-12% -$40.5K 0.01% 772
2025
Q1 		$338K Sell
3,199
-880
-22% -$106K 0.01% 682
2024
Q4 		$514K Buy
4,079
+468
+13% +$69.5K 0.02% 493
2024
Q3 		$558K Buy
3,611
+862
+31% +$117K 0.02% 469
2024
Q2 		$317K Buy
2,749
+109
+4% +$13.2K 0.01% 641
2024
Q1 		$342K Buy
2,640
+106
+4% +$11.5K 0.01% 586
2023
Q4 		$260K Buy
+2,534
New +$211K 0.01% 658

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

Evergreen Capital Management's TOL Position: Q2 2026 in Review

Evergreen Capital Management reduced its Toll Brothers (TOL) stake by 38% in Q2 2026, selling an estimated $367K and leaving 4,189 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #718.

Evergreen Capital Management first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $924K in Q1 2026. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Evergreen Capital Management held 4,189 shares of Toll Brothers worth $690K as of Q2 2026.
  • Evergreen Capital Management sold 2,583 Toll Brothers shares in Q2 2026, an estimated $367K.
  • Toll Brothers made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #718 holding.
  • Evergreen Capital Management first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Capital Management's Toll Brothers position peaked at $924K in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.