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U.S. Capital Wealth Advisors’s Toll Brothers TOL Stock Holding History

U.S. Capital Wealth 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
2025
Q1 		– Sell
-1,940
Closed -$244K – 893
2024
Q4 		$244K Buy
+1,940
New +$288K 0.01% 729
2023
Q1 		– Sell
-335
Closed -$16.7K – 1448
2022
Q4 		$16.7K Buy
+335
New +$15.4K ﹤0.01% 1146

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

U.S. Capital Wealth Advisors's TOL Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 1,940 shares — an estimated $244K sold.

U.S. Capital Wealth Advisors first reported a position in TOL in Q4 2022 and held it in 2 quarters. The position peaked at $244K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,940 Toll Brothers shares in Q1 2025, an estimated $244K.
  • U.S. Capital Wealth Advisors first reported a position in Toll Brothers in Q4 2022 and held it in 2 quarters.
  • U.S. Capital Wealth Advisors's Toll Brothers position peaked at $244K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.