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Peak Retirement Planning’s Toll Brothers TOL Stock Holding History

Peak Retirement Planning’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
Q2 		– Sell
-10,463
Closed -$1.1M – 124
2025
Q1 		$1.1M Buy
10,463
+4,343
+71% +$521K 0.61% 35
2024
Q4 		$771K Buy
+6,120
New +$909K 0.52% 71

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Peak Retirement Planning's TOL Position: Q2 2025 in Review

Peak Retirement Planning sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 10,463 shares — an estimated $1.1M sold.

Peak Retirement Planning first reported a position in TOL in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q1 2025. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Peak Retirement Planning reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 10,463 Toll Brothers shares in Q2 2025, an estimated $1.1M.
  • Peak Retirement Planning first reported a position in Toll Brothers in Q4 2024 and held it in 2 quarters.
  • Peak Retirement Planning's Toll Brothers position peaked at $1.1M in Q1 2025.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Peak Retirement Planning's 13F filing for Q2 2025, filed 4 Nov 2025.