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Toll Brothers shares owned by Caldwell Trust

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Toll Brothers

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All positions including Toll Brothers held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 14k 136.47
2025-12-31 $1.7M 13k 135.22
2025-09-30 $1.5M 11k 138.14

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Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
Capital World Investors
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Dimensional Fund Advisors
Geode Capital Management
AQR Capital Management
Jennison Associates
Citadel Advisors
Goldman Sachs Group
Morgan Stanley

View all funds holding Toll Brothers