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Mezzasalma Advisors’s Toll Brothers TOL Stock Holding History

Mezzasalma 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
Q1 		– Sell
-25,220
Closed -$3.18M – 151
2024
Q4 		$3.18M Sell
25,220
-1,560
-6% -$232K 1.02% 23
2024
Q3 		$4.14M Buy
26,780
+918
+4% +$124K 1.63% 16
2024
Q2 		$2.98M Buy
25,862
+11,513
+80% +$1.39M 1.28% 25
2024
Q1 		$1.86M Buy
14,349
+10,643
+287% +$1.16M 0.88% 23
2023
Q4 		$381K Buy
+3,706
New +$309K 0.21% 54

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

Mezzasalma Advisors's TOL Position: Q1 2025 in Review

Mezzasalma Advisors sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 25,220 shares — an estimated $3.18M sold.

Mezzasalma Advisors first reported a position in TOL in Q4 2023 and held it in 5 quarters. The position peaked at $4.14M in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Mezzasalma Advisors reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Mezzasalma Advisors sold 25,220 Toll Brothers shares in Q1 2025, an estimated $3.18M.
  • Mezzasalma Advisors first reported a position in Toll Brothers in Q4 2023 and held it in 5 quarters.
  • Mezzasalma Advisors's Toll Brothers position peaked at $4.14M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Mezzasalma Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.