Vicus Capital’s Toll Brothers TOL Stock Holding History

Vicus Capital’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	-1,623	Closed	-$204K	–	253
2024 Q4	$204K	Buy	1,623 +272	+20%	+$40.4K	0.02%	222
2024 Q3	$209K	Buy	+1,351	New	+$183K	0.02%	211

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vicus Capital's TOL Position: Q1 2025 in Review

Vicus Capital sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 1,623 shares — an estimated $204K sold.

Vicus Capital first reported a position in TOL in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

Vicus Capital reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
Vicus Capital sold 1,623 Toll Brothers shares in Q1 2025, an estimated $204K.
Vicus Capital first reported a position in Toll Brothers in Q3 2024 and held it in 2 quarters.
Vicus Capital's Toll Brothers position peaked at $209K in Q3 2024.
661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Vicus Capital's 13F filing for Q1 2025, filed 17 Apr 2025.