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Freedom Investment Management’s Toll Brothers TOL Stock Holding History

Freedom Investment 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
-5,206
Closed -$550K – 784
2025
Q1 		$550K Buy
5,206
+909
+21% +$109K 0.05% 398
2024
Q4 		$541K Sell
4,297
-517
-11% -$76.8K 0.05% 409
2024
Q3 		$744K Sell
4,814
-817
-15% -$111K 0.06% 321
2024
Q2 		$649K Buy
5,631
+801
+17% +$97K 0.05% 348
2024
Q1 		$625K Sell
4,830
-1,914
-28% -$208K 0.05% 382
2023
Q4 		$693K Buy
6,744
+213
+3% +$17.7K 0.06% 359
2023
Q3 		$483K Sell
6,531
-937
-13% -$74K 0.06% 371
2023
Q2 		$591K Buy
+7,468
New +$501K 0.07% 355
2022
Q4 		– Sell
-9,046
Closed -$380K – 784
2022
Q3 		$380K Buy
9,046
+4
+0% +$185 0.04% 499
2022
Q2 		$403K Sell
9,042
-9,219
-50% -$431K 0.04% 518
2022
Q1 		$859K Sell
18,261
-1,906
-9% -$107K 0.08% 329
2021
Q4 		$1.46M Buy
+20,167
New +$1.3M 0.11% 248

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

Freedom Investment Management's TOL Position: Q2 2025 in Review

Freedom Investment Management sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 5,206 shares — an estimated $550K sold.

Freedom Investment Management first reported a position in TOL in Q4 2021 and held it in 12 quarters. The position peaked at $1.46M in Q4 2021. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Freedom Investment Management reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,206 Toll Brothers shares in Q2 2025, an estimated $550K.
  • Freedom Investment Management first reported a position in Toll Brothers in Q4 2021 and held it in 12 quarters.
  • Freedom Investment Management's Toll Brothers position peaked at $1.46M in Q4 2021.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.