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Insigneo Advisory Services’s Toll Brothers TOL Stock Holding History

Insigneo Advisory Services’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 		– Sell
-1,538
Closed -$208K – 818
2025
Q4 		$208K Buy
+1,538
New +$209K 0.01% 639
2025
Q2 		– Sell
-2,258
Closed -$238K – 698
2025
Q1 		$238K Buy
2,258
+268
+13% +$32.2K 0.02% 474
2024
Q4 		$251K Buy
1,990
+89
+5% +$13.2K 0.03% 463
2024
Q3 		$294K Buy
1,901
+35
+2% +$4.75K 0.03% 451
2024
Q2 		$239K Buy
+1,866
New +$226K 0.03% 459

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

Insigneo Advisory Services's TOL Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Toll Brothers (TOL) in Q1 2026, closing a stake of 1,538 shares — an estimated $208K sold.

Insigneo Advisory Services first reported a position in TOL in Q2 2024 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Insigneo Advisory Services reported no remaining Toll Brothers position as of Q1 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,538 Toll Brothers shares in Q1 2026, an estimated $208K.
  • Insigneo Advisory Services first reported a position in Toll Brothers in Q2 2024 and held it in 5 quarters.
  • Insigneo Advisory Services's Toll Brothers position peaked at $294K in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.