MIM
TOL icon

Morningstar Investment Management’s Toll Brothers TOL Stock Holding History

Morningstar Investment 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
Q3 		– Sell
-2,038
Closed -$233K – 526
2025
Q2 		$233K Buy
+2,038
New +$211K 0.02% 191
2025
Q1 		– Sell
-1,708
Closed -$215K – 203
2024
Q4 		$215K Hold
1,708
– – 0.02% 200
2024
Q3 		$262K Buy
+1,708
New +$232K 0.03% 175
2024
Q2 		– Sell
-1,651
Closed -$214K – 203
2024
Q1 		$214K Buy
+1,651
New +$180K 0.02% 195

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 $8.66B AUM 17.37% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morningstar Investment Management's TOL Position: Q3 2025 in Review

Morningstar Investment Management sold out of Toll Brothers (TOL) in Q3 2025, closing a stake of 2,038 shares — an estimated $233K sold.

Morningstar Investment Management first reported a position in TOL in Q1 2024 and held it in 4 quarters. The position peaked at $262K in Q3 2024. 720 funds tracked by Wall St. Rank hold TOL as of Q3 2025.

  • Morningstar Investment Management reported no remaining Toll Brothers position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 2,038 Toll Brothers shares in Q3 2025, an estimated $233K.
  • Morningstar Investment Management first reported a position in Toll Brothers in Q1 2024 and held it in 4 quarters.
  • Morningstar Investment Management's Toll Brothers position peaked at $262K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.