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Hennessy Advisors Inc’s Toll Brothers TOL Stock Holding History

Hennessy 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
Q2 		– Sell
-70,800
Closed -$7.48M – 386
2025
Q1 		$7.48M Sell
70,800
-8,100
-10% -$972K 0.25% 102
2024
Q4 		$9.94M Buy
78,900
+5,000
+7% +$742K 0.3% 83
2024
Q3 		$11.4M Buy
73,900
+8,300
+13% +$1.13M 0.37% 65
2024
Q2 		$7.56M Buy
+65,600
New +$7.94M 0.29% 94
2020
Q4 		– Sell
-219,800
Closed -$10.7M – 285
2020
Q3 		$10.7M Sell
219,800
-14,500
-6% -$586K 0.74% 36
2020
Q2 		$7.64M Sell
234,300
-19,200
-8% -$525K 0.53% 60
2020
Q1 		$4.88M Sell
253,500
-21,600
-8% -$817K 0.37% 82
2019
Q4 		$10.9M Buy
+275,100
New +$11M 0.55% 53

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hennessy Advisors Inc's TOL Position: Q2 2025 in Review

Hennessy Advisors Inc sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 70,800 shares — an estimated $7.48M sold.

Hennessy Advisors Inc first reported a position in TOL in Q4 2019 and held it in 8 quarters. The position peaked at $11.4M in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Hennessy Advisors Inc reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 70,800 Toll Brothers shares in Q2 2025, an estimated $7.48M.
  • Hennessy Advisors Inc first reported a position in Toll Brothers in Q4 2019 and held it in 8 quarters.
  • Hennessy Advisors Inc's Toll Brothers position peaked at $11.4M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Hennessy Advisors Inc's 13F filing for Q2 2025, filed 21 Jul 2025.