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Principal Securities’s Toll Brothers TOL Stock Holding History

Principal Securities’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 		– Sell
-752
Closed -$104K – 3325
2025
Q3 		$104K Buy
752
+207
+38% +$27K ﹤0.01% 1581
2025
Q2 		$62.1K Buy
545
+4
+0.7% +$415 ﹤0.01% 1769
2025
Q1 		$68.1K Hold
541
– – ﹤0.01% 1612
2024
Q4 		$68.1K Buy
541
+109
+25% +$16.2K ﹤0.01% 1610
2024
Q3 		$66.7K Buy
432
+168
+64% +$22.8K ﹤0.01% 1570
2024
Q2 		$30.4K Buy
264
+108
+69% +$13.1K ﹤0.01% 1854
2024
Q1 		$20.2K Buy
156
+48
+44% +$5.22K ﹤0.01% 1996
2023
Q4 		$11.1K Buy
+108
New +$9K ﹤0.01% 2191

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Principal Securities's TOL Position: Q4 2025 in Review

Principal Securities sold out of Toll Brothers (TOL) in Q4 2025, closing a stake of 752 shares — an estimated $104K sold.

Principal Securities first reported a position in TOL in Q4 2023 and held it in 8 quarters. The position peaked at $104K in Q3 2025. 732 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

  • Principal Securities reported no remaining Toll Brothers position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 752 Toll Brothers shares in Q4 2025, an estimated $104K.
  • Principal Securities first reported a position in Toll Brothers in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Toll Brothers position peaked at $104K in Q3 2025.
  • 732 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.