KIM
TOL icon

Kestra Investment Management’s Toll Brothers TOL Stock Holding History

Kestra Investment 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
Q3 		– Sell
-20
Closed -$2.28K – 719
2025
Q2 		$2.28K Buy
+20
New +$2.08K ﹤0.01% 639

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Kestra Investment Management's TOL Position: Q3 2025 in Review

Kestra Investment Management sold out of Toll Brothers (TOL) in Q3 2025, closing a stake of 20 shares — an estimated $2.28K sold.

Kestra Investment Management first reported a position in TOL in Q2 2025 and held it in 1 quarter. The position peaked at $2.28K in Q2 2025. 720 funds tracked by Wall St. Rank hold TOL as of Q3 2025.

  • Kestra Investment Management reported no remaining Toll Brothers position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 20 Toll Brothers shares in Q3 2025, an estimated $2.28K.
  • Kestra Investment Management first reported a position in Toll Brothers in Q2 2025 and held it in 1 quarter.
  • Kestra Investment Management's Toll Brothers position peaked at $2.28K in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.