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Morton Brown Family Wealth’s Toll Brothers TOL Stock Holding History

Morton Brown Family Wealth’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
Q4 		– Sell
-25
Closed -$3.45K – 305
2025
Q3 		$3.45K Hold
25
– – ﹤0.01% 225
2025
Q2 		$2.85K Hold
25
– – ﹤0.01% 259
2025
Q1 		$2.64K Hold
25
– – ﹤0.01% 266
2024
Q4 		$3.15K Buy
+25
New +$3.71K ﹤0.01% 217

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morton Brown Family Wealth's TOL Position: Q4 2025 in Review

Morton Brown Family Wealth sold out of Toll Brothers (TOL) in Q4 2025, closing a stake of 25 shares — an estimated $3.45K sold.

Morton Brown Family Wealth first reported a position in TOL in Q4 2024 and held it in 4 quarters. The position peaked at $3.45K in Q3 2025. 735 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

  • Morton Brown Family Wealth reported no remaining Toll Brothers position as of Q4 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 25 Toll Brothers shares in Q4 2025, an estimated $3.45K.
  • Morton Brown Family Wealth first reported a position in Toll Brothers in Q4 2024 and held it in 4 quarters.
  • Morton Brown Family Wealth's Toll Brothers position peaked at $3.45K in Q3 2025.
  • 735 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Morton Brown Family Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.