Level Four Advisory Services’s Toll Brothers TOL Stock Holding History

Level Four Advisory 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	–	Sell	-1,695	Closed	-$229K	–	897
2025 Q4	$229K	Buy	1,695 +148	+10%	+$20.1K	0.01%	763
2025 Q3	$214K	Buy	+1,547	New	+$202K	0.01%	755
2025 Q1	–	Sell	-1,696	Closed	-$214K	–	789
2024 Q4	$214K	Buy	+1,696	New	+$252K	0.01%	706
2024 Q2	–	Sell	-6,574	Closed	-$676K	–	889
2024 Q1	$676K	Buy	6,574 +194	+3%	+$21.1K	0.04%	378
2023 Q4	$656K	Sell	6,380 -2,856	-31%	-$238K	0.04%	384
2023 Q3	$683K	Sell	9,236 -54	-0.6%	-$4.26K	0.04%	365
2023 Q2	$735K	Sell	9,290 -1,877	-17%	-$126K	0.04%	363
2023 Q1	$670K	Buy	+11,167	New	+$644K	0.04%	360

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 $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Level Four Advisory Services's TOL Position: Q1 2026 in Review

Level Four Advisory Services sold out of Toll Brothers (TOL) in Q1 2026, closing a stake of 1,695 shares — an estimated $229K sold.

Level Four Advisory Services first reported a position in TOL in Q1 2023 and held it in 8 quarters. The position peaked at $735K in Q2 2023. 784 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

Level Four Advisory Services reported no remaining Toll Brothers position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 1,695 Toll Brothers shares in Q1 2026, an estimated $229K.
Level Four Advisory Services first reported a position in Toll Brothers in Q1 2023 and held it in 8 quarters.
Level Four Advisory Services's Toll Brothers position peaked at $735K in Q2 2023.
784 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.