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Kestra Private Wealth Services’s Toll Brothers TOL Stock Holding History

Kestra Private Wealth 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 		$255K Sell
1,865
-101
-5% -$14.8K ﹤0.01% 1527
2025
Q4 		$266K Sell
1,966
-513
-21% -$69.6K ﹤0.01% 1475
2025
Q3 		$342K Sell
2,479
-79
-3% -$10.3K ﹤0.01% 1291
2025
Q2 		$292K Sell
2,558
-973
-28% -$101K ﹤0.01% 1298
2025
Q1 		$373K Buy
3,531
+877
+33% +$105K 0.01% 1094
2024
Q4 		$334K Buy
2,654
+59
+2% +$8.76K 0.01% 1097
2024
Q3 		$401K Sell
2,595
-1,166
-31% -$158K 0.01% 970
2024
Q2 		$433K Buy
3,761
+87
+2% +$10.5K 0.01% 892
2024
Q1 		$475K Buy
3,674
+522
+17% +$56.8K 0.01% 817
2023
Q4 		$324K Buy
+3,152
New +$263K 0.01% 911

Other funds holding TOL

BlackRock
BlackRock New York $5.7T 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