TOL
Toll Brothers Inc
Toll Brothers Inc historical holders
total: 5
Wedgewood Partners Toll Brothers Inc transactions over time
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
David Rolfe has been an institutional investor in Toll Brothers Inc (TOL) since 2026 Q1. According to 2026 Q1 report, David Rolfe holds 88,275 shares with a market value of roughly $12.05M representing 2.49% of their equity portfolio. The fund/company first acquired TOL in 2026 Q1, initially purchasing 88,275 shares.
Does David Rolfe still hold TOL?
Yes, David Rolfe continues to hold Toll Brothers Inc (TOL). According to their 2026 Q1 report, they maintain a position of 88,275 shares valued at approximately $12.05M, representing 2.49% of their equity portfolio.
When did David Rolfe first invest in TOL?
David Rolfe first invested in Toll Brothers Inc (TOL) in 2026 Q1 at the reported quarter-end price of $136.47 per share, acquiring 88,275 shares in their initial purchase.
What is David Rolfe's average cost basis for TOL?
Based on historical transaction data, David Rolfe's estimated cost basis for Toll Brothers Inc (TOL) is approximately $136.47 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $136.47
TOL transactions history by Wedgewood Partners
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.49%
|
88,275
|
$136.47
|
$12,046,889
|
new
|
+2.49%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.