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GeoWealth Management’s Toll Brothers TOL Stock Holding History

GeoWealth 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
Q1 		– Sell
-2,115
Closed -$266K – 1740
2024
Q4 		$266K Buy
2,115
+1,611
+320% +$239K 0.01% 659
2024
Q3 		$77.9K Buy
+504
New +$68.3K ﹤0.01% 954

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GeoWealth Management's TOL Position: Q1 2025 in Review

GeoWealth Management sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 2,115 shares — an estimated $266K sold.

GeoWealth Management first reported a position in TOL in Q3 2024 and held it in 2 quarters. The position peaked at $266K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • GeoWealth Management reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,115 Toll Brothers shares in Q1 2025, an estimated $266K.
  • GeoWealth Management first reported a position in Toll Brothers in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Toll Brothers position peaked at $266K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.