FORA Capital’s Toll Brothers TOL Stock Holding History

FORA Capital’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	-4,016	Closed	-$424K	–	694
2025 Q1	$424K	Buy	+4,016	New	+$482K	0.04%	352
2024 Q3	–	Sell	-4,638	Closed	-$534K	–	576
2024 Q2	$534K	Buy	+4,638	New	+$561K	0.07%	290
2023 Q4	–	Sell	-32,027	Closed	-$2.37M	–	643
2023 Q3	$2.37M	Buy	+32,027	New	+$2.53M	0.21%	137
2023 Q2	–	Sell	-23,134	Closed	-$1.39M	–	614
2023 Q1	$1.39M	Buy	+23,134	New	+$1.33M	0.14%	205
2022 Q2	–	Sell	-9,190	Closed	-$454K	–	681
2022 Q1	$454K	Sell	9,190 -1,658	-15%	-$92.9K	0.08%	304
2021 Q4	$785K	Buy	+10,848	New	+$697K	0.3%	97
2021 Q3	–	Sell	-4,467	Closed	-$258K	–	834
2021 Q2	$258K	Buy	4,467 +3,974	+806%	+$242K	0.05%	387
2021 Q1	$28K	Buy	+493	New	+$25.8K	0.01%	645
2020 Q2	–	Sell	-45,774	Closed	-$881K	–	1309
2020 Q1	$881K	Buy	45,774 +32,881	+255%	+$1.24M	0.19%	144
2019 Q4	$509K	Buy	+12,893	New	+$515K	0.05%	390

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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