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Principia Wealth Advisory’s Toll Brothers TOL Stock Holding History

Principia Wealth Advisory’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 		$676 Buy
+5
New +$679 ﹤0.01% 764
2025
Q2 		– Sell
-5
Closed -$478 – 1008
2025
Q1 		$478 Sell
5
-3
-38% -$360 ﹤0.01% 584
2024
Q4 		$1.01K Buy
+8
New +$1.19K ﹤0.01% 366

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

Principia Wealth Advisory's TOL Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Toll Brothers (TOL) in Q4 2025: 5 shares worth $676. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in TOL as recently as Q1 2025.

Principia Wealth Advisory first reported a position in TOL in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.01K in Q4 2024. 732 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

  • Principia Wealth Advisory held 5 shares of Toll Brothers worth $676 as of Q4 2025.
  • Toll Brothers was a new Principia Wealth Advisory position in Q4 2025.
  • Toll Brothers made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #764 holding.
  • Principia Wealth Advisory first reported a position in Toll Brothers in Q4 2024 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Toll Brothers position peaked at $1.01K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.