OPS
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Orion Portfolio Solutions’s Toll Brothers TOL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$338K Buy
3,204
+351
+12% +$42.1K ﹤0.01% 1577
2024
Q4 		$359K Sell
2,853
-36
-1% -$5.35K ﹤0.01% 1473
2024
Q3 		$446K Buy
2,889
+673
+30% +$91.3K ﹤0.01% 1378
2024
Q2 		$255K Sell
2,216
-4,054
-65% -$491K ﹤0.01% 1530
2024
Q1 		$811K Buy
6,270
+894
+17% +$97.3K 0.01% 1077
2023
Q4 		$549K Buy
5,376
+1,218
+29% +$101K 0.01% 1173
2023
Q3 		$308K Sell
4,158
-1,298
-24% -$102K ﹤0.01% 1370
2023
Q2 		$431K Sell
5,456
-165
-3% -$11.1K ﹤0.01% 1265
2023
Q1 		$337K Buy
+5,621
New +$324K ﹤0.01% 1303
2020
Q3 		– Sell
-389
Closed -$13K – 1897
2020
Q2 		$13K Buy
389
+244
+168% +$6.67K ﹤0.01% 1112
2020
Q1 		$3K Buy
145
+70
+93% +$2.65K ﹤0.01% 1502
2019
Q4 		$3K Buy
+75
New +$3K ﹤0.01% 1443

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 $6.07B AUM 11.2% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return