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Lindbrook Capital’s Toll Brothers TOL Stock Holding History

Lindbrook Capital’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 		$145K Buy
1,373
+329
+32% +$39.5K 0.01% 531
2024
Q4 		$131K Buy
1,044
+6
+0.6% +$891 0.01% 479
2024
Q3 		$160K Buy
1,038
+36
+4% +$4.88K 0.01% 440
2024
Q2 		$115K Sell
1,002
-3
-0.3% -$363 0.01% 490
2024
Q1 		$130K Buy
1,005
+21
+2% +$2.29K 0.01% 466
2023
Q4 		$101K Sell
984
-695
-41% -$57.9K 0.01% 519
2023
Q3 		$124K Buy
1,679
+12
+0.7% +$947 0.01% 412
2023
Q2 		$132K Buy
1,667
+3
+0.2% +$201 0.01% 419
2023
Q1 		$99.9K Buy
1,664
+714
+75% +$41.2K 0.01% 482
2022
Q4 		$47.4K Buy
950
+33
+4% +$1.52K 0.01% 716
2022
Q3 		$39K Sell
917
-45
-5% -$2.09K 0.01% 745
2022
Q2 		$43K Buy
962
+474
+97% +$22.2K 0.01% 725
2022
Q1 		$23K Buy
488
+13
+3% +$728 ﹤0.01% 960
2021
Q4 		$34K Buy
475
+250
+111% +$16.1K 0.01% 850
2021
Q3 		$12K Hold
225
– – ﹤0.01% 932
2021
Q2 		$13K Hold
225
– – ﹤0.01% 957
2021
Q1 		$13K Buy
225
+10
+5% +$523 ﹤0.01% 924
2020
Q4 		$9K Hold
215
– – ﹤0.01% 966
2020
Q3 		$10K Hold
215
– – ﹤0.01% 845
2020
Q2 		$7K Buy
215
+30
+16% +$821 ﹤0.01% 981
2020
Q1 		$4K Buy
185
+163
+741% +$6.17K ﹤0.01% 1119
2019
Q4 		$1K Hold
22
– – ﹤0.01% 1448
2019
Q3 		$1K Hold
22
– – ﹤0.01% 1393
2019
Q2 		$0 Hold
22
– – ﹤0.01% 1508
2019
Q1 		$0 Hold
22
– – ﹤0.01% 1502
2018
Q4 		$0 Buy
+22
New +$707 ﹤0.01% 1434

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.66B AUM 17.37% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Lindbrook Capital's TOL Position: Q1 2025 in Review

Lindbrook Capital increased its Toll Brothers (TOL) stake by 32% in Q1 2025, buying an estimated $39.5K and bringing the position to 1,373 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #531.

Lindbrook Capital first reported a position in TOL in Q4 2018 and has held it in 26 quarters since. The position peaked at $160K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Lindbrook Capital held 1,373 shares of Toll Brothers worth $145K as of Q1 2025.
  • Lindbrook Capital bought 329 Toll Brothers shares in Q1 2025, an estimated $39.5K.
  • Toll Brothers made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #531 holding.
  • Lindbrook Capital first reported a position in Toll Brothers in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Toll Brothers position peaked at $160K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.