Marathon Capital Management
TOL icon

Marathon Capital Management’s Toll Brothers TOL Stock Holding History

Marathon 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
Q3 		$518K Buy
3,847
+161
+4% +$23.4K 0.11% 112
2026
Q2 		$607K Buy
3,686
+1,151
+45% +$164K 0.12% 97
2026
Q1 		$346K Buy
2,535
+460
+22% +$67.5K 0.08% 130
2025
Q4 		$281K Buy
2,075
+200
+11% +$27.2K 0.06% 135
2025
Q3 		$259K Buy
+1,875
New +$245K 0.06% 130

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Marathon Capital Management's TOL Position: Q3 2026 in Review

Marathon Capital Management increased its Toll Brothers (TOL) stake by 4.4% in Q3 2026, buying an estimated $23.4K and bringing the position to 3,847 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #112.

Marathon Capital Management first reported a position in TOL in Q3 2025 and has held it in 5 quarters since. The position peaked at $607K in Q2 2026. 452 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Marathon Capital Management held 3,847 shares of Toll Brothers worth $518K as of Q3 2026.
  • Marathon Capital Management bought 161 Toll Brothers shares in Q3 2026, an estimated $23.4K.
  • Toll Brothers made up 0.11% of Marathon Capital Management's portfolio in Q3 2026, its #112 holding.
  • Marathon Capital Management first reported a position in Toll Brothers in Q3 2025 and has held it in 5 quarters since.
  • Marathon Capital Management's Toll Brothers position peaked at $607K in Q2 2026.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.