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Legend Financial Advisors’s Toll Brothers TOL Stock Holding History

Legend Financial Advisors’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
-60
Closed -$7.56K – 230
2024
Q4 		$7.56K Buy
+60
New +$8.91K 0.01% 130
2024
Q3 		– Sell
-60
Closed -$6.91K – 263
2024
Q2 		$6.91K Buy
+60
New +$7.26K ﹤0.01% 174

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
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

Legend Financial Advisors's TOL Position: Q1 2025 in Review

Legend Financial Advisors sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 60 shares — an estimated $7.56K sold.

Legend Financial Advisors first reported a position in TOL in Q2 2024 and held it in 2 quarters. The position peaked at $7.56K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Legend Financial Advisors reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 60 Toll Brothers shares in Q1 2025, an estimated $7.56K.
  • Legend Financial Advisors first reported a position in Toll Brothers in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Toll Brothers position peaked at $7.56K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.