ORG Partners’s Toll Brothers TOL Stock Holding History

ORG Partners’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	$13.4K	Buy	99 +9	+10%	+$1.22K	﹤0.01%	910
2025 Q3	$12.4K	Hold	90	–	–	﹤0.01%	922
2025 Q2	$10.6K	Hold	90	–	–	﹤0.01%	892
2025 Q1	$9.48K	Sell	90 -110	-55%	-$13.2K	﹤0.01%	807
2024 Q4	$25.2K	Buy	+200	New	+$29.7K	﹤0.01%	686
2024 Q3	–	Sell	-1,967	Closed	-$221K	–	1369
2024 Q2	$221K	Buy	1,967 +1,683	+593%	+$204K	0.03%	405
2024 Q1	$36.4K	Sell	284 -3,634	-93%	-$395K	0.07%	167
2023 Q4	$403K	Buy	3,918 +1,965	+101%	+$164K	0.07%	198
2023 Q3	$144K	Sell	1,953 -996	-34%	-$78.6K	0.04%	338
2023 Q2	$233K	Buy	+2,949	New	+$198K	0.04%	347

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

ORG Partners's TOL Position: Q4 2025 in Review

ORG Partners increased its Toll Brothers (TOL) stake by 10% in Q4 2025, buying an estimated $1.22K and bringing the position to 99 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

ORG Partners first reported a position in TOL in Q2 2023 and has held it in 10 quarters since. The position peaked at $403K in Q4 2023. 732 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

ORG Partners held 99 shares of Toll Brothers worth $13.4K as of Q4 2025.
ORG Partners bought 9 Toll Brothers shares in Q4 2025, an estimated $1.22K.
Toll Brothers made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #910 holding.
ORG Partners first reported a position in Toll Brothers in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Toll Brothers position peaked at $403K in Q4 2023.
732 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.