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United Capital Management of KS’s Toll Brothers TOL Stock Holding History

United Capital Management of KS’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
-34,031
Closed -$4.29M – 100
2024
Q4 		$4.29M Sell
34,031
-551
-2% -$81.8K 0.78% 41
2024
Q3 		$5.34M Buy
+34,582
New +$4.69M 1.16% 31
2020
Q2 		– Sell
-14,583
Closed -$281K – 88
2020
Q1 		$281K Buy
14,583
+111
+0.8% +$4.2K 0.24% 64
2019
Q4 		$572K Buy
14,472
+1,581
+12% +$63.2K 0.36% 76
2019
Q3 		$510K Buy
12,891
+933
+8% +$34.4K 0.37% 76
2019
Q2 		$442K Buy
11,958
+353
+3% +$13.2K 0.33% 75
2019
Q1 		$445K Buy
+11,605
New +$417K 0.35% 75

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

United Capital Management of KS's TOL Position: Q1 2025 in Review

United Capital Management of KS sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 34,031 shares — an estimated $4.29M sold.

United Capital Management of KS first reported a position in TOL in Q1 2019 and held it in 7 quarters. The position peaked at $5.34M in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • United Capital Management of KS reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • United Capital Management of KS sold 34,031 Toll Brothers shares in Q1 2025, an estimated $4.29M.
  • United Capital Management of KS first reported a position in Toll Brothers in Q1 2019 and held it in 7 quarters.
  • United Capital Management of KS's Toll Brothers position peaked at $5.34M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on United Capital Management of KS's 13F filing for Q1 2025, filed 13 May 2025.