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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Toll Brothers TOL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q3 		– Sell
-10
Closed -$1.14K – 577
2025
Q2 		$1.14K Buy
+10
New +$1.04K ﹤0.01% 456

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TOL Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Toll Brothers (TOL) in Q3 2025, closing a stake of 10 shares — an estimated $1.14K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TOL in Q2 2025 and held it in 1 quarter. The position peaked at $1.14K in Q2 2025. 720 funds tracked by Wall St. Rank hold TOL as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Toll Brothers position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10 Toll Brothers shares in Q3 2025, an estimated $1.14K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Toll Brothers in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Toll Brothers position peaked at $1.14K in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.