MAI Capital Management’s Toll Brothers TOL Stock Holding History

MAI Capital 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
2026 Q1	$848K	Sell	6,215 -896	-13%	-$132K	﹤0.01%	833
2025 Q4	$962K	Buy	7,111 +454	+7%	+$61.6K	0.01%	748
2025 Q3	$920K	Sell	6,657 -145	-2%	-$18.9K	0.01%	730
2025 Q2	$776K	Sell	6,802 -55	-0.8%	-$5.71K	0.01%	721
2025 Q1	$724K	Sell	6,857 -24,921	-78%	-$2.99M	0.01%	710
2024 Q4	$4M	Buy	31,778 +638	+2%	+$94.7K	0.03%	357
2024 Q3	$4.81M	Sell	31,140 -2,917	-9%	-$396K	0.05%	266
2024 Q2	$3.92M	Sell	34,057 -1,028	-3%	-$124K	0.04%	294
2024 Q1	$4.54M	Buy	35,085 +21,670	+162%	+$2.36M	0.05%	266
2023 Q4	$1.38M	Sell	13,415 -77,205	-85%	-$6.43M	0.02%	396
2023 Q3	$6.7M	Sell	90,620 -3,602	-4%	-$284K	0.1%	171
2023 Q2	$7.45M	Sell	94,222 -27,781	-23%	-$1.86M	0.11%	161
2023 Q1	$7.32M	Buy	122,003 +361	+0.3%	+$20.8K	0.12%	158
2022 Q4	$6.07M	Buy	121,642 +4,539	+4%	+$209K	0.1%	164
2022 Q3	$4.92M	Buy	117,103 +6,268	+6%	+$291K	0.09%	171
2022 Q2	$4.94M	Buy	+110,835	New	+$5.19M	0.1%	164

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

Geode Capital Management

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

AQR Capital Management

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