ZIM
TOL icon

Zacks Investment Management’s Toll Brothers TOL Stock Holding History

Zacks Investment 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
-46,685
Closed -$5.88M – 756
2024
Q4 		$5.88M Buy
46,685
+282
+0.6% +$41.9K 0.05% 202
2024
Q3 		$7.17M Sell
46,403
-2,136
-4% -$290K 0.06% 189
2024
Q2 		$5.59M Buy
48,539
+1,669
+4% +$202K 0.06% 182
2024
Q1 		$6.06M Buy
46,870
+4,261
+10% +$464K 0.06% 186
2023
Q4 		$4.38M Sell
42,609
-16,361
-28% -$1.36M 0.05% 196
2023
Q3 		$4.36M Sell
58,970
-1,745
-3% -$138K 0.06% 196
2023
Q2 		$4.8M Sell
60,715
-852
-1% -$57.2K 0.06% 186
2023
Q1 		$3.7M Buy
+61,567
New +$3.55M 0.05% 212
2022
Q3 		– Sell
-91,950
Closed -$4.1M – 652
2022
Q2 		$4.1M Buy
91,950
+24,700
+37% +$1.16M 0.06% 183
2022
Q1 		$3.16M Buy
67,250
+1,751
+3% +$98.1K 0.04% 232
2021
Q4 		$4.74M Buy
65,499
+3,717
+6% +$239K 0.07% 193
2021
Q3 		$3.42M Buy
61,782
+1,646
+3% +$97.3K 0.05% 220
2021
Q2 		$3.48M Buy
60,136
+20,496
+52% +$1.25M 0.06% 216
2021
Q1 		$2.25M Buy
39,640
+4,148
+12% +$217K 0.04% 267
2020
Q4 		$1.54M Sell
35,492
-268
-0.7% -$12.4K 0.03% 301
2020
Q3 		$1.74M Buy
+35,760
New +$1.45M 0.04% 243
2018
Q1 		– Sell
-4,212
Closed -$202K – 622
2017
Q4 		$202K Buy
+4,212
New +$194K ﹤0.01% 529
2016
Q3 		– Sell
-24,833
Closed -$668K – 723
2016
Q2 		$668K Buy
24,833
+1,049
+4% +$29.5K 0.02% 407
2016
Q1 		$702K Buy
23,784
+3,309
+16% +$92.5K 0.02% 398
2015
Q4 		$682K Sell
20,475
-1,337
-6% -$47.7K 0.02% 371
2015
Q3 		$747K Sell
21,812
-18,032
-45% -$683K 0.03% 353
2015
Q2 		$1.52M Buy
39,844
+13,341
+50% +$499K 0.05% 217
2015
Q1 		$1.04M Buy
26,503
+18,723
+241% +$684K 0.03% 276
2014
Q4 		$267K Sell
7,780
-1,919
-20% -$62.6K 0.01% 531
2014
Q3 		$302K Sell
9,699
-16,560
-63% -$567K 0.01% 512
2014
Q2 		$969K Buy
26,259
+14,780
+129% +$524K 0.03% 272
2014
Q1 		$412K Buy
+11,479
New +$423K 0.02% 473

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 $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zacks Investment Management's TOL Position: Q1 2025 in Review

Zacks Investment Management sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 46,685 shares — an estimated $5.88M sold.

Zacks Investment Management first reported a position in TOL in Q1 2014 and held it in 27 quarters. The position peaked at $7.17M in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Zacks Investment Management reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 46,685 Toll Brothers shares in Q1 2025, an estimated $5.88M.
  • Zacks Investment Management first reported a position in Toll Brothers in Q1 2014 and held it in 27 quarters.
  • Zacks Investment Management's Toll Brothers position peaked at $7.17M in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.