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Vista Investment Partners II’s Toll Brothers TOL Stock Holding History

Vista Investment Partners II’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
-9,632
Closed -$1.21M – 137
2024
Q4 		$1.21M Buy
+9,632
New +$1.43M 0.72% 44

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

Vista Investment Partners II's TOL Position: Q1 2025 in Review

Vista Investment Partners II sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 9,632 shares — an estimated $1.21M sold.

Vista Investment Partners II first reported a position in TOL in Q4 2024 and held it in 1 quarter. The position peaked at $1.21M in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Vista Investment Partners II reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 9,632 Toll Brothers shares in Q1 2025, an estimated $1.21M.
  • Vista Investment Partners II first reported a position in Toll Brothers in Q4 2024 and held it in 1 quarter.
  • Vista Investment Partners II's Toll Brothers position peaked at $1.21M in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Vista Investment Partners II's 13F filing for Q1 2025, filed 24 Apr 2025.