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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital's TOL Position: Q1 2026 in Review

IEQ Capital reduced its Toll Brothers (TOL) stake by 8.6% in Q1 2026, selling an estimated $2.22M and leaving 159,808 shares worth $21.8M. The position accounts for 0.1% of the portfolio, ranked #194.

IEQ Capital first reported a position in TOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.9M in Q3 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • IEQ Capital held 159,808 shares of Toll Brothers worth $21.8M as of Q1 2026.
  • IEQ Capital sold 15,110 Toll Brothers shares in Q1 2026, an estimated $2.22M.
  • Toll Brothers made up 0.1% of IEQ Capital's portfolio in Q1 2026, its #194 holding.
  • IEQ Capital first reported a position in Toll Brothers in Q4 2023 and has held it in 10 quarters since.
  • IEQ Capital's Toll Brothers position peaked at $25.9M in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.