FM
TOL icon

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 0.51% 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 $5.7T AUM 30.48% 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 $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return