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Lionshead Wealth Management’s Toll Brothers TOL Stock Holding History

Lionshead Wealth 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
Q1 		– Sell
-1,997
Closed -$252K – 115
2024
Q4 		$252K Buy
+1,997
New +$297K 0.18% 96

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

Lionshead Wealth Management's TOL Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 1,997 shares — an estimated $252K sold.

Lionshead Wealth Management first reported a position in TOL in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 1,997 Toll Brothers shares in Q1 2025, an estimated $252K.
  • Lionshead Wealth Management first reported a position in Toll Brothers in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Toll Brothers position peaked at $252K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.