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New England Research & Management’s Toll Brothers TOL Stock Holding History

New England Research & 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
Q2 		– Sell
-6,225
Closed -$850K – 163
2026
Q1 		$850K Sell
6,225
-1,625
-21% -$239K 0.36% 81
2025
Q4 		$1.06M Hold
7,850
– – 0.46% 68
2025
Q3 		$1.08M Sell
7,850
-15,160
-66% -$1.98M 0.5% 70
2025
Q2 		$2.63M Hold
23,010
– – 1.25% 22
2025
Q1 		$2.43M Buy
23,010
+1,300
+6% +$156K 1.23% 22
2024
Q4 		$2.73M Buy
+21,710
New +$3.22M 1.39% 18
2022
Q1 		– Sell
-9,550
Closed -$691K – 195
2021
Q4 		$691K Buy
9,550
+5,625
+143% +$362K 0.33% 90
2021
Q3 		$217K Buy
+3,925
New +$232K 0.11% 167
2019
Q4 		– Sell
-9,450
Closed -$388K – 159
2019
Q3 		$388K Hold
9,450
– – 0.28% 116
2019
Q2 		$346K Sell
9,450
-850
-8% -$31.7K 0.23% 130
2019
Q1 		$373K Buy
+10,300
New +$370K 0.25% 119
2017
Q2 		– Sell
-35,375
Closed -$1.28M – 169
2017
Q1 		$1.28M Sell
35,375
-4,850
-12% -$162K 0.98% 26
2016
Q4 		$1.25M Buy
40,225
+22,650
+129% +$671K 0.98% 24
2016
Q3 		$525K Buy
17,575
+5,400
+44% +$156K 0.44% 80
2016
Q2 		$328K Sell
12,175
-1,225
-9% -$34.4K 0.28% 120
2016
Q1 		$395K Buy
13,400
+1,200
+10% +$33.5K 0.34% 103
2015
Q4 		$406K Sell
12,200
-8,100
-40% -$289K 0.35% 101
2015
Q3 		$695K Buy
20,300
+500
+3% +$18.9K 0.66% 50
2015
Q2 		$756K Sell
19,800
-1,825
-8% -$68.3K 0.62% 61
2015
Q1 		$851K Sell
21,625
-4,200
-16% -$153K 0.73% 49
2014
Q4 		$885K Buy
25,825
+15,775
+157% +$515K 0.76% 41
2014
Q3 		$313K Buy
10,050
+350
+4% +$12K 0.27% 131
2014
Q2 		$358K Buy
+9,700
New +$344K 0.32% 115

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

New England Research & Management's TOL Position: Q2 2026 in Review

New England Research & Management sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 6,225 shares — an estimated $850K sold.

New England Research & Management first reported a position in TOL in Q2 2014 and held it in 23 quarters. The position peaked at $2.73M in Q4 2024. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • New England Research & Management reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • New England Research & Management sold 6,225 Toll Brothers shares in Q2 2026, an estimated $850K.
  • New England Research & Management first reported a position in Toll Brothers in Q2 2014 and held it in 23 quarters.
  • New England Research & Management's Toll Brothers position peaked at $2.73M in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.