TOL β€” TOLL BROTHERS INC

Ownership history in Atria Wealth Solutions, Inc.  Β·  7 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported TOLL BROTHERS INC (TOL) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows TOL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in TOLL BROTHERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

TOL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Wealth Solutions, Inc. held TOL β€” position size vs. price
% of Fund (quarterly)    TOL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 3,485 -4,465 -56.2% 0.00% $368K 2025-05-09 $102.90
2024 Q4 ADDED 7,950 +3,164 +66.1% 0.01% $1.0M 2025-01-31 $134.66
2024 Q3 ADDED 4,786 +570 +13.5% 0.01% $739K 2024-11-08 $155.97
2024 Q2 ADDED 4,216 +1,470 +53.5% 0.01% $486K 2024-07-22 $132.54
2024 Q1 ADDED 2,746 +140 +5.4% 0.00% $355K 2024-05-13 $124.40
2023 Q4 REDUCED 2,606 -345 -11.7% 0.00% $268K 2024-02-02 $98.60
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TOL

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 1.28% Hilltop National Bank 0.27% Aspect Partners, LLC 0.0%

FAQ About Atria Wealth Solutions, Inc. and TOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Wealth Solutions, Inc. reported owning TOL?

Atria Wealth Solutions, Inc. reported TOL across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported TOL position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for TOL was 0.01% in 2024 Q4.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 3,485 shares, equal to 0.00% of portfolio, with an estimated market value of $368K.

What does the chart on this TOL ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly TOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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