Long Run Wealth Advisors’s Toll Brothers TOL Stock Holding History

Long Run Wealth 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 Q4	$3.9M	Buy	28,877 +416	+1%	+$56.5K	0.74%	35
2025 Q3	$3.93M	Sell	28,461 -4,861	-15%	-$635K	0.77%	33
2025 Q2	$3.8M	Sell	33,322 -1,300	-4%	-$135K	0.8%	38
2025 Q1	$3.66M	Buy	34,622 +6,979	+25%	+$838K	0.83%	35
2024 Q4	$3.48M	Buy	27,643 +3,147	+13%	+$467K	0.83%	40
2024 Q3	$3.78M	Sell	24,496 -3,402	-12%	-$461K	0.89%	32
2024 Q2	$3.21M	Buy	+27,898	New	+$3.38M	0.81%	36

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Long Run Wealth Advisors's TOL Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Toll Brothers (TOL) stake by 1.5% in Q4 2025, buying an estimated $56.5K and bringing the position to 28,877 shares worth $3.9M. The position accounts for 0.74% of the portfolio, ranked #35.

Long Run Wealth Advisors first reported a position in TOL in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.93M in Q3 2025. 732 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

Long Run Wealth Advisors held 28,877 shares of Toll Brothers worth $3.9M as of Q4 2025.
Long Run Wealth Advisors bought 416 Toll Brothers shares in Q4 2025, an estimated $56.5K.
Toll Brothers made up 0.74% of Long Run Wealth Advisors's portfolio in Q4 2025, its #35 holding.
Long Run Wealth Advisors first reported a position in Toll Brothers in Q2 2024 and has held it in 7 quarters since.
Long Run Wealth Advisors's Toll Brothers position peaked at $3.93M in Q3 2025.
732 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.