MWM
TOL icon

Moran Wealth Management’s Toll Brothers TOL Stock Holding History

Moran 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
2026
Q1 		$12.2M Buy
89,488
+9,992
+13% +$1.47M 0.37% 84
2025
Q4 		$10.7M Buy
79,496
+5,405
+7% +$734K 0.33% 95
2025
Q3 		$10.2M Buy
74,091
+41,779
+129% +$5.45M 0.31% 103
2025
Q2 		$3.69M Sell
32,312
-3,631
-10% -$377K 0.11% 226
2025
Q1 		$3.8M Buy
35,943
+1,269
+4% +$152K 0.13% 213
2024
Q4 		$4.37M Buy
34,674
+1,787
+5% +$265K 0.14% 180
2024
Q3 		$5.08M Sell
32,887
-93
-0.3% -$12.6K 0.16% 168
2024
Q2 		$3.8M Buy
32,980
+4,787
+17% +$579K 0.13% 195
2024
Q1 		$3.65M Buy
28,193
+11,013
+64% +$1.2M 0.12% 201
2023
Q4 		$1.77M Buy
17,180
+9,456
+122% +$788K 0.06% 256
2023
Q3 		$571K Buy
7,724
+4,668
+153% +$369K 0.02% 303
2023
Q2 		$242K Buy
+3,056
New +$205K 0.01% 366

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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