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Clearstead Advisors’s Texas Pacific Land TPL Stock Holding History

Clearstead Advisors’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.14M Sell
4,512
-132
-3% -$56.7K 0.02% 353
2025
Q4 		$1.33M Buy
4,644
+66
+1% +$20.2K 0.02% 406
2025
Q3 		$1.42M Sell
4,578
-4,467
-49% -$1.41M 0.02% 374
2025
Q2 		$3.19M Buy
9,045
+42
+0.5% +$17.2K 0.04% 251
2025
Q1 		$3.98M Buy
9,003
+4,503
+100% +$2.01M 0.06% 204
2024
Q4 		$1.66M Hold
4,500
– – 0.03% 323
2024
Q3 		$1.33M Buy
+4,500
New +$1.24M 0.02% 364
2023
Q3 		– Sell
-9
Closed -$1.32K – 1562
2023
Q2 		$1.32K Buy
+9
New +$1.44K ﹤0.01% 1217

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $645M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return