IEQ Capital’s Toll Brothers TOL Stock Holding History

IEQ 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
2026 Q3	$15M	Sell	111,598 -16,619	-13%	-$2.42M	0.06%	279
2026 Q2	$21.1M	Sell	128,217 -31,591	-20%	-$4.49M	0.1%	180
2026 Q1	$21.8M	Sell	159,808 -15,110	-9%	-$2.22M	0.1%	194
2025 Q4	$23.7M	Sell	174,918 -12,401	-7%	-$1.68M	0.07%	182
2025 Q3	$25.9M	Buy	187,319 +16,253	+10%	+$2.12M	0.08%	132
2025 Q2	$19.5M	Buy	171,066 +148,066	+644%	+$15.4M	0.12%	132
2025 Q1	$2.43M	Buy	23,000 +7,710	+50%	+$926K	0.02%	534
2024 Q4	$1.93M	Buy	15,290 +12,207	+396%	+$1.81M	0.02%	503
2024 Q3	$476K	Buy	3,083 +228	+8%	+$30.9K	0.01%	770
2024 Q2	$329K	Buy	2,855 +108	+4%	+$13.1K	﹤0.01%	778
2024 Q1	$355K	Buy	2,747 +254	+10%	+$27.6K	0.01%	729
2023 Q4	$256K	Buy	+2,493	New	+$208K	﹤0.01%	774

Other funds holding TOL

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IEQ Capital's TOL Position: Q3 2026 in Review

IEQ Capital reduced its Toll Brothers (TOL) stake by 13% in Q3 2026, selling an estimated $2.42M and leaving 111,598 shares worth $15M. The position accounts for 0.06% of the portfolio, ranked #279.

IEQ Capital first reported a position in TOL in Q4 2023 and has held it in 12 quarters since. The position peaked at $25.9M in Q3 2025. 519 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

IEQ Capital held 111,598 shares of Toll Brothers worth $15M as of Q3 2026.
IEQ Capital sold 16,619 Toll Brothers shares in Q3 2026, an estimated $2.42M.
Toll Brothers made up 0.06% of IEQ Capital's portfolio in Q3 2026, its #279 holding.
IEQ Capital first reported a position in Toll Brothers in Q4 2023 and has held it in 12 quarters since.
IEQ Capital's Toll Brothers position peaked at $25.9M in Q3 2025.
519 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.