TPW
TOL icon

Talon Private Wealth’s Toll Brothers TOL Stock Holding History

Talon Private Wealth’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
Q1 		– Sell
-89
Closed -$11.2K – 289
2024
Q4 		$11.2K Sell
89
-2
-2% -$297 ﹤0.01% 216
2024
Q3 		$14.1K Buy
+91
New +$12.3K ﹤0.01% 148

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Talon Private Wealth's TOL Position: Q1 2025 in Review

Talon Private Wealth sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 89 shares — an estimated $11.2K sold.

Talon Private Wealth first reported a position in TOL in Q3 2024 and held it in 2 quarters. The position peaked at $14.1K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Talon Private Wealth reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Talon Private Wealth sold 89 Toll Brothers shares in Q1 2025, an estimated $11.2K.
  • Talon Private Wealth first reported a position in Toll Brothers in Q3 2024 and held it in 2 quarters.
  • Talon Private Wealth's Toll Brothers position peaked at $14.1K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Talon Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.