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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 $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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Orion Portfolio Solutions's TOL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Toll Brothers (TOL) stake by 12% in Q1 2025, buying an estimated $42.1K and bringing the position to 3,204 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Orion Portfolio Solutions first reported a position in TOL in Q4 2019 and has held it in 12 quarters since. The position peaked at $811K in Q1 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Orion Portfolio Solutions held 3,204 shares of Toll Brothers worth $338K as of Q1 2025.
  • Orion Portfolio Solutions bought 351 Toll Brothers shares in Q1 2025, an estimated $42.1K.
  • Toll Brothers made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1577 holding.
  • Orion Portfolio Solutions first reported a position in Toll Brothers in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Toll Brothers position peaked at $811K in Q1 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.