Stephen Mandel’s Toll Brothers TOL Stock Holding History

Stephen Mandel’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 Q2	–	Sell	-3,800,580	Closed	-$401M	–	28
2025 Q1	$401M	Buy	+3,800,580	New	+$456M	3.47%	17

Other funds holding TOL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stephen Mandel's TOL Position: Q2 2025 in Review

Stephen Mandel sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 3,800,580 shares — an estimated $401M sold.

Stephen Mandel first reported a position in TOL in Q1 2025 and held it in 1 quarter. The position peaked at $401M in Q1 2025. 661 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

Stephen Mandel reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
Stephen Mandel sold 3,800,580 Toll Brothers shares in Q2 2025, an estimated $401M.
Stephen Mandel first reported a position in Toll Brothers in Q1 2025 and held it in 1 quarter.
Stephen Mandel's Toll Brothers position peaked at $401M in Q1 2025.
661 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Lone Pine Capital's 13F filing for Q2 2025, filed 14 Aug 2025.