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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
Q2 		$4.28M Sell
25,963
-180
-0.7% -$25.6K 1.81% 12
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 $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

Trail Ridge Investment Advisors's TOL Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Toll Brothers (TOL) stake by 0.69% in Q2 2026, selling an estimated $25.6K and leaving 25,963 shares worth $4.28M. The position accounts for 1.81% of the portfolio, ranked #12.

Trail Ridge Investment Advisors first reported a position in TOL in Q4 2021 and has held it in 19 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Trail Ridge Investment Advisors held 25,963 shares of Toll Brothers worth $4.28M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 180 Toll Brothers shares in Q2 2026, an estimated $25.6K.
  • Toll Brothers made up 1.81% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Trail Ridge Investment Advisors first reported a position in Toll Brothers in Q4 2021 and has held it in 19 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.