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Venturi Wealth Management’s Toll Brothers TOL Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-1,028
Closed -$129K – 1713
2024
Q4 		$129K Buy
1,028
+332
+48% +$49.3K 0.01% 669
2024
Q3 		$108K Buy
696
+19
+3% +$2.58K 0.01% 545
2024
Q2 		$78K Buy
677
+278
+70% +$33.6K ﹤0.01% 553
2024
Q1 		$51.6K Buy
399
+105
+36% +$11.4K ﹤0.01% 500
2023
Q4 		$30.2K Sell
294
-10
-3% -$833 ﹤0.01% 596
2023
Q3 		$22.5K Buy
304
+288
+1,800% +$22.7K ﹤0.01% 595
2023
Q2 		$1.27K Buy
+16
New +$1.07K ﹤0.01% 990

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

Venturi Wealth Management's TOL Position: Q1 2025 in Review

Venturi Wealth Management sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 1,028 shares — an estimated $129K sold.

Venturi Wealth Management first reported a position in TOL in Q2 2023 and held it in 7 quarters. The position peaked at $129K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Venturi Wealth Management reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,028 Toll Brothers shares in Q1 2025, an estimated $129K.
  • Venturi Wealth Management first reported a position in Toll Brothers in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Toll Brothers position peaked at $129K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.