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Legacy Investment Solutions’s Toll Brothers TOL Stock Holding History

Legacy Investment Solutions’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
Q2 		$571 Buy
+5
New +$519 ﹤0.01% 643
2024
Q4 		$1.24K Buy
10
+5
+100% +$742 ﹤0.01% 567
2024
Q3 		$759 Buy
+5
New +$678 ﹤0.01% 569

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.07B AUM 11.2% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Investment Solutions's TOL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Toll Brothers (TOL) in Q2 2025: 5 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TOL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TOL in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.24K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Legacy Investment Solutions held 5 shares of Toll Brothers worth $571 as of Q2 2025.
  • Toll Brothers was a new Legacy Investment Solutions position in Q2 2025.
  • Toll Brothers made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #643 holding.
  • Legacy Investment Solutions first reported a position in Toll Brothers in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Toll Brothers position peaked at $1.24K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.