Kovitz Investment Group Partners’s Toll Brothers TOL Stock Holding History

Kovitz Investment Group Partners’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	$942K	Sell	6,905 -4	-0.1%	-$587	0.02%	327
2025 Q4	$934K	Sell	6,909 -954	-12%	-$130K	0.02%	328
2025 Q3	$1.09M	Sell	7,863 -29	-0.4%	-$3.79K	﹤0.01%	826
2025 Q2	$901K	Buy	7,892 +427	+6%	+$44.3K	﹤0.01%	825
2025 Q1	$788K	Buy	7,465 +51	+0.7%	+$6.12K	﹤0.01%	799
2024 Q4	$934K	Sell	7,414 -821	-10%	-$122K	﹤0.01%	733
2024 Q3	$1.23M	Buy	8,235 +792	+11%	+$107K	0.01%	579
2024 Q2	$857K	Buy	+7,443	New	+$901K	0.01%	569

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 $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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kovitz Investment Group Partners's TOL Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Toll Brothers (TOL) stake by 0.06% in Q1 2026, selling an estimated $587 and leaving 6,905 shares worth $942K. The position accounts for 0.02% of the portfolio, ranked #327.

Kovitz Investment Group Partners first reported a position in TOL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2024. 782 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

Kovitz Investment Group Partners held 6,905 shares of Toll Brothers worth $942K as of Q1 2026.
Kovitz Investment Group Partners sold 4 Toll Brothers shares in Q1 2026, an estimated $587.
Toll Brothers made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #327 holding.
Kovitz Investment Group Partners first reported a position in Toll Brothers in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Toll Brothers position peaked at $1.23M in Q3 2024.
782 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.