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SWP Investment Management’s Toll Brothers TOL Stock Holding History

SWP Investment 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 		– Sell
-23,477
Closed -$3.2M – 49
2026
Q1 		$3.2M Buy
23,477
+460
+2% +$67.5K 2.39% 13
2025
Q4 		$3.11M Buy
23,017
+12,282
+114% +$1.67M 2.26% 15
2025
Q3 		$1.48M Buy
+10,735
New +$1.4M 1.46% 39

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SWP Investment Management's TOL Position: Q2 2026 in Review

SWP Investment Management sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 23,477 shares — an estimated $3.2M sold.

SWP Investment Management first reported a position in TOL in Q3 2025 and held it in 3 quarters. The position peaked at $3.2M in Q1 2026. 799 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • SWP Investment Management reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • SWP Investment Management sold 23,477 Toll Brothers shares in Q2 2026, an estimated $3.2M.
  • SWP Investment Management first reported a position in Toll Brothers in Q3 2025 and held it in 3 quarters.
  • SWP Investment Management's Toll Brothers position peaked at $3.2M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.