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Family Management’s Toll Brothers TOL Stock Holding History

Family 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
2025
Q2 		– Sell
-21,442
Closed -$2.26M – 246
2025
Q1 		$2.26M Buy
21,442
+1,069
+5% +$128K 0.37% 66
2024
Q4 		$2.49M Buy
20,373
+736
+4% +$109K 0.4% 59
2024
Q3 		$3.03M Buy
+19,637
New +$2.66M 0.5% 52
2017
Q2 		– Sell
-38,763
Closed -$1.4M – 76
2017
Q1 		$1.4M Sell
38,763
-5,287
-12% -$176K 0.96% 28
2016
Q4 		$1.37M Sell
44,050
-7,725
-15% -$229K 0.93% 31
2016
Q3 		$1.55M Buy
51,775
+6,425
+14% +$186K 0.87% 35
2016
Q2 		$1.22M Buy
+45,350
New +$1.27M 0.69% 39

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Family Management's TOL Position: Q2 2025 in Review

Family Management sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 21,442 shares — an estimated $2.26M sold.

Family Management first reported a position in TOL in Q2 2016 and held it in 7 quarters. The position peaked at $3.03M in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Family Management reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Family Management sold 21,442 Toll Brothers shares in Q2 2025, an estimated $2.26M.
  • Family Management first reported a position in Toll Brothers in Q2 2016 and held it in 7 quarters.
  • Family Management's Toll Brothers position peaked at $3.03M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Family Management's 13F filing for Q2 2025, filed 14 Aug 2025.