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Waratah Capital Advisors’s Toll Brothers TOL Stock Holding History

Waratah Capital 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
Q4 		– Sell
-8,195
Closed -$1.13M – 229
2025
Q3 		$1.13M Buy
+8,195
New +$1.07M 0.02% 158
2024
Q2 		– Sell
-36,164
Closed -$4.68M – 178
2024
Q1 		$4.68M Buy
+36,164
New +$3.93M 0.14% 94
2017
Q3 		– Sell
-27,295
Closed -$1.08M – 185
2017
Q2 		$1.08M Buy
27,295
+8,949
+49% +$334K 0.15% 106
2017
Q1 		$662K Buy
+18,346
New +$612K 0.09% 130

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Waratah Capital Advisors's TOL Position: Q4 2025 in Review

Waratah Capital Advisors sold out of Toll Brothers (TOL) in Q4 2025, closing a stake of 8,195 shares — an estimated $1.13M sold.

Waratah Capital Advisors first reported a position in TOL in Q1 2017 and held it in 4 quarters. The position peaked at $4.68M in Q1 2024. 732 funds tracked by Wall St. Rank hold TOL as of Q4 2025.

  • Waratah Capital Advisors reported no remaining Toll Brothers position as of Q4 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 8,195 Toll Brothers shares in Q4 2025, an estimated $1.13M.
  • Waratah Capital Advisors first reported a position in Toll Brothers in Q1 2017 and held it in 4 quarters.
  • Waratah Capital Advisors's Toll Brothers position peaked at $4.68M in Q1 2024.
  • 732 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2025.

Based on Waratah Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.