IC
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IEQ Capital's TOL Position: Q2 2026 in Review

IEQ Capital reduced its Toll Brothers (TOL) stake by 20% in Q2 2026, selling an estimated $4.49M and leaving 128,217 shares worth $21.1M. The position accounts for 0.1% of the portfolio, ranked #180.

IEQ Capital first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.9M in Q3 2025. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • IEQ Capital held 128,217 shares of Toll Brothers worth $21.1M as of Q2 2026.
  • IEQ Capital sold 31,591 Toll Brothers shares in Q2 2026, an estimated $4.49M.
  • Toll Brothers made up 0.1% of IEQ Capital's portfolio in Q2 2026, its #180 holding.
  • IEQ Capital first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
  • IEQ Capital's Toll Brothers position peaked at $25.9M in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.