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Proficio Capital Partners’s Toll Brothers TOL Stock Holding History

Proficio Capital Partners’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 		$1.15M Buy
8,394
+12
+0.1% +$1.76K 0.06% 126
2025
Q4 		$1.13M Buy
8,382
+1
+0% +$136 0.08% 111
2025
Q3 		$1.16M Buy
8,381
+2,092
+33% +$273K 0.08% 92
2025
Q2 		$718K Buy
+6,289
New +$653K 0.04% 194
2019
Q3 		– Sell
-151
Closed -$6K – 1401
2019
Q2 		$6K Sell
151
-41
-21% -$1.53K ﹤0.01% 1158
2019
Q1 		$7K Hold
192
– – ﹤0.01% 1023
2018
Q4 		$6K Sell
192
-14,037
-99% -$451K ﹤0.01% 841
2018
Q3 		$470K Buy
14,229
+13,884
+4,024% +$502K 0.15% 77
2018
Q2 		$13K Buy
345
+16
+5% +$655 0.01% 754
2018
Q1 		$14K Hold
329
– – ﹤0.01% 712
2017
Q4 		$16K Sell
329
-6
-2% -$276 0.01% 655
2017
Q3 		$14K Hold
335
– – 0.01% 701
2017
Q2 		$13K Hold
335
– – 0.01% 740
2017
Q1 		$13K Buy
335
+167
+99% +$5.57K 0.01% 747
2016
Q4 		$5K Buy
168
+26
+18% +$771 ﹤0.01% 758
2016
Q3 		$4K Buy
142
+65
+84% +$1.88K ﹤0.01% 772
2016
Q2 		$2K Buy
77
+40
+108% +$1.12K ﹤0.01% 839
2016
Q1 		$1K Buy
+37
New +$1.03K ﹤0.01% 949

Other funds holding TOL

BlackRock
BlackRock New York $5.72T 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

Proficio Capital Partners's TOL Position: Q1 2026 in Review

Proficio Capital Partners increased its Toll Brothers (TOL) stake by 0.14% in Q1 2026, buying an estimated $1.76K and bringing the position to 8,394 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #126.

Proficio Capital Partners first reported a position in TOL in Q1 2016 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Proficio Capital Partners held 8,394 shares of Toll Brothers worth $1.15M as of Q1 2026.
  • Proficio Capital Partners bought 12 Toll Brothers shares in Q1 2026, an estimated $1.76K.
  • Toll Brothers made up 0.06% of Proficio Capital Partners's portfolio in Q1 2026, its #126 holding.
  • Proficio Capital Partners first reported a position in Toll Brothers in Q1 2016 and has held it in 18 quarters since.
  • Proficio Capital Partners's Toll Brothers position peaked at $1.16M in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.