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Rise Advisors’s Toll Brothers TOL Stock Holding History

Rise Advisors’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
-206
Closed -$28.4K – 1308
2025
Q3 		$28.4K Buy
206
+1
+0.5% +$131 0.01% 399
2025
Q2 		$23.4K Sell
205
-8
-4% -$830 0.01% 447
2025
Q1 		$22.5K Sell
213
-59
-22% -$7.08K 0.01% 443
2024
Q4 		$34.3K Hold
272
– – 0.02% 335
2024
Q3 		$42K Hold
272
– – 0.02% 279
2024
Q2 		$31.3K Buy
272
+1
+0.4% +$121 0.02% 354
2024
Q1 		$35.1K Buy
+271
New +$29.5K 0.02% 318

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rise Advisors's TOL Position: Q4 2025 in Review

Rise Advisors sold out of Toll Brothers (TOL) in Q4 2025, closing a stake of 206 shares — an estimated $28.4K sold.

Rise Advisors first reported a position in TOL in Q1 2024 and held it in 7 quarters. The position peaked at $42K in Q3 2024. 735 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

  • Rise Advisors reported no remaining Toll Brothers position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 206 Toll Brothers shares in Q4 2025, an estimated $28.4K.
  • Rise Advisors first reported a position in Toll Brothers in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Toll Brothers position peaked at $42K in Q3 2024.
  • 735 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.