Junto Capital Management’s Toll Brothers TOL Stock Holding History

Junto Capital 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
2026 Q2	$15.4M	Sell	93,708 -299,297	-76%	-$42.6M	0.27%	81
2026 Q1	$53.6M	Sell	393,005 -10,324	-3%	-$1.52M	1.13%	35
2025 Q4	$54.5M	Buy	+403,329	New	+$54.8M	1.2%	37
2025 Q1	–	Sell	-436,117	Closed	-$54.9M	–	112
2024 Q4	$54.9M	Buy	+436,117	New	+$64.8M	1.06%	32
2022 Q3	–	Sell	-954,160	Closed	-$42.6M	–	105
2022 Q2	$42.6M	Buy	954,160 +19,475	+2%	+$911K	1.26%	37
2022 Q1	$43.9M	Buy	934,685 +200,886	+27%	+$11.3M	1.21%	38
2021 Q4	$53.1M	Sell	733,799 -81,757	-10%	-$5.25M	1.37%	31
2021 Q3	$45.1M	Buy	815,556 +24,423	+3%	+$1.44M	1.42%	32
2021 Q2	$45.7M	Buy	791,133 +44,218	+6%	+$2.7M	1.46%	30
2021 Q1	$42.4M	Buy	+746,915	New	+$39.1M	1.52%	30

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Junto Capital Management's TOL Position: Q2 2026 in Review

Junto Capital Management reduced its Toll Brothers (TOL) stake by 76% in Q2 2026, selling an estimated $42.6M and leaving 93,708 shares worth $15.4M. The position accounts for 0.27% of the portfolio, ranked #81.

Junto Capital Management first reported a position in TOL in Q1 2021 and has held it in 10 quarters since. The position peaked at $54.9M in Q4 2024. 804 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Junto Capital Management held 93,708 shares of Toll Brothers worth $15.4M as of Q2 2026.
Junto Capital Management sold 299,297 Toll Brothers shares in Q2 2026, an estimated $42.6M.
Toll Brothers made up 0.27% of Junto Capital Management's portfolio in Q2 2026, its #81 holding.
Junto Capital Management first reported a position in Toll Brothers in Q1 2021 and has held it in 10 quarters since.
Junto Capital Management's Toll Brothers position peaked at $54.9M in Q4 2024.
804 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.