SS
TOL icon

Sunbelt Securities’s Toll Brothers TOL Stock Holding History

Sunbelt Securities’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 		$27K Buy
198
+7
+4% +$1.03K ﹤0.01% 1204
2025
Q4 		$25.8K Sell
191
-465
-71% -$63.1K ﹤0.01% 1184
2025
Q3 		$90.6K Buy
656
+556
+556% +$72.6K 0.01% 855
2025
Q2 		$12.6K Sell
100
-415
-81% -$43.1K ﹤0.01% 1256
2025
Q1 		$54.4K Buy
515
+415
+415% +$49.8K ﹤0.01% 886
2024
Q4 		$12.6K Sell
100
-31
-24% -$4.6K ﹤0.01% 1260
2024
Q3 		$20.2K Buy
131
+31
+31% +$4.2K ﹤0.01% 1170
2024
Q2 		$11.5K Hold
100
– – ﹤0.01% 1238
2024
Q1 		$12.9K Sell
100
-53
-35% -$5.77K ﹤0.01% 1187
2023
Q4 		$15.7K Buy
153
+53
+53% +$4.42K ﹤0.01% 1077
2023
Q3 		$7.4K Hold
100
– – ﹤0.01% 1226
2023
Q2 		$7.91K Hold
100
– – ﹤0.01% 1233
2023
Q1 		$5.87K Buy
+100
New +$5.77K ﹤0.01% 1260

Other funds holding TOL

BlackRock
BlackRock New York $5.7T 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