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Private Wealth Management Group’s Toll Brothers TOL Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$2.73K Hold
20
– – ﹤0.01% 979
2025
Q4 		$2.71K Hold
20
– – ﹤0.01% 982
2025
Q3 		$2.76K Hold
20
– – ﹤0.01% 1008
2025
Q2 		$2.28K Hold
20
– – ﹤0.01% 1049
2025
Q1 		$2.11K Hold
20
– – ﹤0.01% 1034
2024
Q4 		$2.52K Hold
20
– – ﹤0.01% 1004
2024
Q3 		$3.09K Hold
20
– – ﹤0.01% 909
2024
Q2 		$2.3K Hold
20
– – ﹤0.01% 997
2024
Q1 		$2.59K Hold
20
– – ﹤0.01% 861
2023
Q4 		$2.06K Buy
+20
New +$1.67K ﹤0.01% 968

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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