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Iron Horse Wealth Management’s Toll Brothers TOL Stock Holding History

Iron Horse Wealth Management’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
-12
Closed -$1.27K – 640
2025
Q1 		$1.27K Buy
+12
New +$1.44K ﹤0.01% 495

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Iron Horse Wealth Management's TOL Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 12 shares — an estimated $1.27K sold.

Iron Horse Wealth Management first reported a position in TOL in Q1 2025 and held it in 1 quarter. The position peaked at $1.27K in Q1 2025. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 12 Toll Brothers shares in Q2 2025, an estimated $1.27K.
  • Iron Horse Wealth Management first reported a position in Toll Brothers in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Toll Brothers position peaked at $1.27K in Q1 2025.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.