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Forte Capital’s Toll Brothers TOL Stock Holding History

Forte 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 		$843K Sell
7,385
-980
-12% -$102K 0.09% 131
2025
Q1 		$883K Buy
8,365
+265
+3% +$31.8K 0.1% 123
2024
Q4 		$1.02M Buy
8,100
+3,090
+62% +$459K 0.11% 112
2024
Q3 		$774K Buy
5,010
+30
+0.6% +$4.07K 0.09% 135
2024
Q2 		$574K Hold
4,980
– – 0.07% 145
2024
Q1 		$644K Buy
+4,980
New +$542K 0.08% 135

Other funds holding TOL

BlackRock
BlackRock New York $5.72T 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

Forte Capital's TOL Position: Q2 2025 in Review

Forte Capital reduced its Toll Brothers (TOL) stake by 12% in Q2 2025, selling an estimated $102K and leaving 7,385 shares worth $843K. The position accounts for 0.09% of the portfolio, ranked #131.

Forte Capital first reported a position in TOL in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2024. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Forte Capital held 7,385 shares of Toll Brothers worth $843K as of Q2 2025.
  • Forte Capital sold 980 Toll Brothers shares in Q2 2025, an estimated $102K.
  • Toll Brothers made up 0.09% of Forte Capital's portfolio in Q2 2025, its #131 holding.
  • Forte Capital first reported a position in Toll Brothers in Q1 2024 and has held it in 6 quarters since.
  • Forte Capital's Toll Brothers position peaked at $1.02M in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.