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Stamos Capital Partners’s Toll Brothers TOL Stock Holding History

Stamos 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 		$2.44M Sell
17,913
-508
-3% -$74.6K 0.38% 81
2025
Q4 		$2.49M Sell
18,421
-3,246
-15% -$441K 0.4% 81
2025
Q3 		$2.99M Sell
21,667
-20,626
-49% -$2.69M 0.56% 46
2025
Q2 		$4.83M Buy
42,293
+14,313
+51% +$1.49M 0.87% 32
2025
Q1 		$2.95M Buy
27,980
+15,980
+133% +$1.92M 0.77% 36
2024
Q4 		$1.51M Buy
12,000
+7,000
+140% +$1.04M 0.35% 77
2024
Q3 		$772K Sell
5,000
-1,490
-23% -$202K 0.18% 105
2024
Q2 		$748K Buy
6,490
+2,640
+69% +$320K 0.16% 117
2024
Q1 		$498K Sell
3,850
-960
-20% -$104K 0.11% 112
2023
Q4 		$494K Sell
4,810
-5,790
-55% -$482K 0.13% 110
2023
Q3 		$784K Hold
10,600
– – 0.17% 101
2023
Q2 		$838K Sell
10,600
-4,100
-28% -$275K 0.2% 94
2023
Q1 		$882K Hold
14,700
– – 0.23% 77
2022
Q4 		$734K Sell
14,700
-33,210
-69% -$1.53M 0.23% 91
2022
Q3 		$2.01M Buy
47,910
+26,140
+120% +$1.21M 0.51% 52
2022
Q2 		$971K Buy
+21,770
New +$1.02M 0.29% 75
2019
Q1 		– Sell
-16,000
Closed -$527K – 88
2018
Q4 		$527K Buy
+16,000
New +$514K 0.4% 57

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

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

Stamos Capital Partners reduced its Toll Brothers (TOL) stake by 2.8% in Q1 2026, selling an estimated $74.6K and leaving 17,913 shares worth $2.44M. The position accounts for 0.38% of the portfolio, ranked #81.

Stamos Capital Partners first reported a position in TOL in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.83M in Q2 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Stamos Capital Partners held 17,913 shares of Toll Brothers worth $2.44M as of Q1 2026.
  • Stamos Capital Partners sold 508 Toll Brothers shares in Q1 2026, an estimated $74.6K.
  • Toll Brothers made up 0.38% of Stamos Capital Partners's portfolio in Q1 2026, its #81 holding.
  • Stamos Capital Partners first reported a position in Toll Brothers in Q4 2018 and has held it in 17 quarters since.
  • Stamos Capital Partners's Toll Brothers position peaked at $4.83M in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

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