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Lifestyle Asset Management’s Toll Brothers TOL Stock Holding History

Lifestyle Asset Management’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
Q3 		– Sell
-9,843
Closed -$1.12M – 147
2025
Q2 		$1.12M Buy
9,843
+1,098
+13% +$114K 0.52% 45
2025
Q1 		$923K Buy
8,745
+51
+0.6% +$6.12K 0.51% 42
2024
Q4 		$1.1M Sell
8,694
-84
-1% -$12.5K 0.6% 39
2024
Q3 		$1.36M Sell
8,778
-712
-8% -$96.5K 0.75% 21
2024
Q2 		$1.09M Sell
9,490
-1,319
-12% -$160K 0.63% 33
2024
Q1 		$1.4M Buy
+10,809
New +$1.18M 0.83% 19

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Lifestyle Asset Management's TOL Position: Q3 2025 in Review

Lifestyle Asset Management sold out of Toll Brothers (TOL) in Q3 2025, closing a stake of 9,843 shares — an estimated $1.12M sold.

Lifestyle Asset Management first reported a position in TOL in Q1 2024 and held it in 6 quarters. The position peaked at $1.4M in Q1 2024. 720 funds tracked by Wall St. Rank hold TOL as of Q3 2025.

  • Lifestyle Asset Management reported no remaining Toll Brothers position as of Q3 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 9,843 Toll Brothers shares in Q3 2025, an estimated $1.12M.
  • Lifestyle Asset Management first reported a position in Toll Brothers in Q1 2024 and held it in 6 quarters.
  • Lifestyle Asset Management's Toll Brothers position peaked at $1.4M in Q1 2024.
  • 720 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2025.

Based on Lifestyle Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.