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Laurel Wealth Advisors (North Carolina)’s Toll Brothers TOL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-1
Closed -$126 – 738
2024
Q4 		$126 Buy
+1
New +$148 ﹤0.01% 714

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GA
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LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TOL Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 1 share — an estimated $126 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TOL in Q4 2024 and held it in 1 quarter. The position peaked at $126 in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 Toll Brothers share in Q1 2025, an estimated $126.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Toll Brothers in Q4 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Toll Brothers position peaked at $126 in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.