MorganRosel Wealth Management’s Toll Brothers TOL Stock Holding History

MorganRosel 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
2025 Q2	–	Sell	-8,171	Closed	-$863K	–	380
2025 Q1	$863K	Sell	8,171 -2,049	-20%	-$246K	0.26%	60
2024 Q4	$1.29M	Buy	10,220 +1,702	+20%	+$253K	0.42%	45
2024 Q3	$1.32M	Sell	8,518 -1,803	-17%	-$244K	0.43%	41
2024 Q2	$1.19M	Sell	10,321 -573	-5%	-$69.4K	0.42%	41
2024 Q1	$1.41M	Sell	10,894 -490	-4%	-$53.3K	0.5%	34
2023 Q4	$1.17M	Buy	11,384 +3,249	+40%	+$271K	0.45%	38
2023 Q3	$602K	Buy	+8,135	New	+$642K	0.25%	66

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MorganRosel Wealth Management's TOL Position: Q2 2025 in Review

MorganRosel Wealth Management sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 8,171 shares — an estimated $863K sold.

MorganRosel Wealth Management first reported a position in TOL in Q3 2023 and held it in 7 quarters. The position peaked at $1.41M in Q1 2024. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

MorganRosel Wealth Management reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 8,171 Toll Brothers shares in Q2 2025, an estimated $863K.
MorganRosel Wealth Management first reported a position in Toll Brothers in Q3 2023 and held it in 7 quarters.
MorganRosel Wealth Management's Toll Brothers position peaked at $1.41M in Q1 2024.
660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on MorganRosel Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.