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Trail Ridge Investment Advisors’s Toll Brothers TOL Stock Holding History

Trail Ridge Investment Advisors’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 		$3.57M Buy
26,143
+244
+0.9% +$35.8K 1.55% 17
2025
Q4 		$3.5M Buy
25,899
+491
+2% +$66.7K 1.51% 16
2025
Q3 		$3.51M Buy
25,408
+176
+0.7% +$23K 1.57% 17
2025
Q2 		$2.99M Sell
25,232
-392
-2% -$40.7K 1.44% 18
2025
Q1 		$2.71M Buy
25,624
+132
+0.5% +$15.8K 1.39% 20
2024
Q4 		$3.21M Buy
25,492
+20
+0.1% +$2.97K 1.53% 18
2024
Q3 		$3.74M Sell
25,472
-222
-0.9% -$30.1K 1.78% 15
2024
Q2 		$2.96M Buy
25,694
+549
+2% +$66.5K 1.53% 17
2024
Q1 		$3.25M Sell
25,145
-710
-3% -$77.3K 1.84% 15
2023
Q4 		$2.66M Sell
25,855
-298
-1% -$24.8K 1.63% 15
2023
Q3 		$1.93M Sell
26,153
-413
-2% -$32.6K 1.32% 22
2023
Q2 		$2.1M Sell
26,566
-421
-2% -$28.2K 1.3% 23
2023
Q1 		$1.62M Sell
26,987
-1,087
-4% -$62.7K 1.06% 27
2022
Q4 		$1.4M Buy
28,074
+515
+2% +$23.7K 0.96% 33
2022
Q3 		$1.29M Sell
27,559
-2,375
-8% -$110K 0.86% 38
2022
Q2 		$1.33M Sell
29,934
-613
-2% -$28.7K 0.91% 34
2022
Q1 		$1.44M Buy
30,547
+457
+2% +$25.6K 0.88% 34
2021
Q4 		$2.18M Buy
+30,090
New +$1.93M 1.31% 19

Other funds holding TOL

BlackRock
BlackRock New York $5.72T 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

Trail Ridge Investment Advisors's TOL Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its Toll Brothers (TOL) stake by 0.94% in Q1 2026, buying an estimated $35.8K and bringing the position to 26,143 shares worth $3.57M. The position accounts for 1.55% of the portfolio, ranked #17.

Trail Ridge Investment Advisors first reported a position in TOL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.74M in Q3 2024. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Trail Ridge Investment Advisors held 26,143 shares of Toll Brothers worth $3.57M as of Q1 2026.
  • Trail Ridge Investment Advisors bought 244 Toll Brothers shares in Q1 2026, an estimated $35.8K.
  • Toll Brothers made up 1.55% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Trail Ridge Investment Advisors first reported a position in Toll Brothers in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's Toll Brothers position peaked at $3.74M in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.