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Tortoise Investment Management’s Toll Brothers TOL Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-58
Closed -$8.01K – 1331
2025
Q3 		$8.01K Buy
58
+5
+9% +$653 ﹤0.01% 639
2025
Q2 		$6.05K Buy
53
+3
+6% +$311 ﹤0.01% 640
2025
Q1 		$5.28K Hold
50
– – ﹤0.01% 630
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 668
2024
Q3 		$7.72K Hold
50
– – ﹤0.01% 658
2024
Q2 		$5.76K Buy
+50
New +$6.05K ﹤0.01% 681

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tortoise Investment Management's TOL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Toll Brothers (TOL) in Q4 2025, closing a stake of 58 shares — an estimated $8.01K sold.

Tortoise Investment Management first reported a position in TOL in Q2 2024 and held it in 6 quarters. The position peaked at $8.01K in Q3 2025. 735 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Toll Brothers position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 58 Toll Brothers shares in Q4 2025, an estimated $8.01K.
  • Tortoise Investment Management first reported a position in Toll Brothers in Q2 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Toll Brothers position peaked at $8.01K in Q3 2025.
  • 735 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.