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Occam Crest Management’s Toll Brothers TOL Stock Holding History

Occam Crest 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 		– Sell
-11,000
Closed -$1.49M – 36
2025
Q4 		$1.49M Sell
11,000
-10,000
-48% -$1.36M 1.03% 21
2025
Q3 		$2.9M Buy
+21,000
New +$2.74M 1.76% 20

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Occam Crest Management's TOL Position: Q1 2026 in Review

Occam Crest Management sold out of Toll Brothers (TOL) in Q1 2026, closing a stake of 11,000 shares — an estimated $1.49M sold.

Occam Crest Management first reported a position in TOL in Q3 2025 and held it in 2 quarters. The position peaked at $2.9M in Q3 2025. 784 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Occam Crest Management reported no remaining Toll Brothers position as of Q1 2026 after selling out during the quarter.
  • Occam Crest Management sold 11,000 Toll Brothers shares in Q1 2026, an estimated $1.49M.
  • Occam Crest Management first reported a position in Toll Brothers in Q3 2025 and held it in 2 quarters.
  • Occam Crest Management's Toll Brothers position peaked at $2.9M in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Occam Crest Management's 13F filing for Q1 2026, filed 15 May 2026.