Shelton Capital Management’s Toll Brothers TOL Stock Holding History

Shelton Capital Management’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 Q2	$510K	Sell	3,095 -83	-3%	-$11.8K	0.01%	362
2026 Q1	$434K	Sell	3,178 -144	-4%	-$21.1K	0.01%	394
2025 Q4	$449K	Sell	3,322 -221	-6%	-$30K	0.01%	372
2025 Q3	$489K	Hold	3,543	–	–	0.01%	356
2025 Q2	$404K	Sell	3,543 -83	-2%	-$8.61K	0.01%	404
2025 Q1	$383K	Sell	3,626 -248	-6%	-$29.8K	0.01%	391
2024 Q4	$488K	Sell	3,874 -244	-6%	-$36.2K	0.01%	356
2024 Q3	$636K	Sell	4,118 -131	-3%	-$17.8K	0.02%	309
2024 Q2	$489K	Sell	4,249 -386	-8%	-$46.7K	0.01%	348
2024 Q1	$600K	Sell	4,635 -85	-2%	-$9.25K	0.02%	327
2023 Q4	$485K	Sell	4,720 -87	-2%	-$7.25K	0.02%	345
2023 Q3	$356K	Sell	4,807 -247	-5%	-$19.5K	0.01%	395
2023 Q2	$400K	Sell	5,054 -111	-2%	-$7.45K	0.01%	372
2023 Q1	$310K	Sell	5,165 -310	-6%	-$17.9K	0.01%	456
2022 Q4	$273K	Sell	5,475 -324	-6%	-$14.9K	0.03%	483
2022 Q3	$244K	Sell	5,799 -412	-7%	-$19.1K	0.01%	541
2022 Q2	$277K	Hold	6,211	–	–	0.01%	516
2022 Q1	$292K	Hold	6,211	–	–	0.01%	568
2021 Q4	$450K	Hold	6,211	–	–	0.02%	401
2021 Q3	$343K	Hold	6,211	–	–	0.01%	497
2021 Q2	$359K	Sell	6,211 -402	-6%	-$24.5K	0.01%	492
2021 Q1	$375K	Hold	6,613	–	–	0.01%	462
2020 Q4	$287K	Hold	6,613	–	–	0.01%	509
2020 Q3	$322K	Sell	6,613 -420	-6%	-$17K	0.01%	529
2020 Q2	$229K	Buy	+7,033	New	+$192K	0.01%	545
2020 Q1	–	Sell	-58,312	Closed	-$2.3M	–	820
2019 Q4	$2.3M	Sell	58,312 -507	-0.9%	-$20.3K	0.13%	151
2019 Q3	$2.42M	Sell	58,819 -597	-1%	-$22K	0.14%	136
2019 Q2	$2.18M	Buy	59,416 +57,265	+2,662%	+$2.14M	0.13%	161
2019 Q1	$59.4K	Sell	2,151 -57,265	-96%	-$2.06M	0.23%	94
2018 Q4	$1.96M	Buy	59,416 +49,011	+471%	+$1.57M	0.13%	145
2018 Q3	$344K	Hold	10,405	–	–	0.02%	515
2018 Q2	$385K	Hold	10,405	–	–	0.02%	446
2018 Q1	$450K	Sell	10,405 -960	-8%	-$45.1K	0.03%	389
2017 Q4	$546K	Hold	11,365	–	–	0.04%	356
2017 Q3	$471K	Hold	11,365	–	–	0.03%	379
2017 Q2	$449K	Hold	11,365	–	–	0.03%	392
2017 Q1	$410K	Hold	11,365	–	–	0.03%	440
2016 Q4	$352K	Sell	11,365 -4,145	-27%	-$123K	0.03%	540
2016 Q3	$463K	Hold	15,510	–	–	0.04%	394
2016 Q2	$417K	Hold	15,510	–	–	0.04%	432
2016 Q1	$458K	Hold	15,510	–	–	0.04%	390
2015 Q4	$516K	Hold	15,510	–	–	0.05%	353
2015 Q3	$531K	Hold	15,510	–	–	0.06%	330
2015 Q2	$592K	Hold	15,510	–	–	0.06%	317
2015 Q1	$610K	Sell	15,510 -1,011	-6%	-$36.9K	0.07%	315
2014 Q4	$566K	Hold	16,521	–	–	0.07%	320
2014 Q3	$515K	Hold	16,521	–	–	0.07%	328
2014 Q2	$610K	Hold	16,521	–	–	0.09%	279
2014 Q1	$593K	Hold	16,521	–	–	0.09%	269
2013 Q4	$611K	Hold	16,521	–	–	0.09%	241
2013 Q3	$536K	Hold	16,521	–	–	0.09%	264
2013 Q2	$539K	Buy	+16,521	New	+$558K	0.1%	234

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shelton Capital Management's TOL Position: Q2 2026 in Review

Shelton Capital Management reduced its Toll Brothers (TOL) stake by 2.6% in Q2 2026, selling an estimated $11.8K and leaving 3,095 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #362.

Shelton Capital Management first reported a position in TOL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.42M in Q3 2019. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Shelton Capital Management held 3,095 shares of Toll Brothers worth $510K as of Q2 2026.
Shelton Capital Management sold 83 Toll Brothers shares in Q2 2026, an estimated $11.8K.
Toll Brothers made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #362 holding.
Shelton Capital Management first reported a position in Toll Brothers in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Toll Brothers position peaked at $2.42M in Q3 2019.
802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.