TD Private Client Wealth’s Toll Brothers TOL Stock Holding History

TD Private Client 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
2026 Q1	$1.77K	Hold	13	–	–	﹤0.01%	1306
2025 Q4	$1.76K	Buy	13 +1	+8%	+$136	﹤0.01%	1290
2025 Q3	$1.66K	Buy	12 +4	+50%	+$522	﹤0.01%	1266
2025 Q2	$913	Buy	+8	New	+$830	﹤0.01%	1297
2022 Q3	–	Sell	-3,556	Closed	-$159K	–	1244
2022 Q2	$159K	Buy	3,556 +259	+8%	+$12.1K	0.01%	559
2022 Q1	$155K	Buy	3,297 +731	+28%	+$41K	0.01%	580
2021 Q4	$186K	Sell	2,566 -183	-7%	-$11.8K	0.01%	563
2021 Q3	$152K	Sell	2,749 -60	-2%	-$3.55K	0.01%	567
2021 Q2	$162K	Buy	2,809 +2,790	+14,684%	+$170K	0.01%	553
2021 Q1	$1.08K	Hold	19	–	–	﹤0.01%	1060
2020 Q4	$826	Sell	19 -22	-54%	-$1.02K	﹤0.01%	1034
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	918
2020 Q2	$1.34K	Sell	41 -78	-66%	-$2.13K	﹤0.01%	938
2020 Q1	$2.29K	Sell	119 -7,981	-99%	-$302K	﹤0.01%	867
2019 Q4	$320K	Buy	+8,100	New	+$324K	0.02%	404

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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