Curated Wealth Partners’s Texas Pacific Land TPL Stock Holding History

Curated Wealth Partners’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 Q2	$18.4M	Buy	255,012 +246,714	+2,973%	+$100M	2.38%	2
2026 Q1	$3.94M	Hold	8,298	–	–	0.5%	18
2025 Q4	$2.38M	Hold	8,298	–	–	0.26%	29
2025 Q3	$2.58M	Hold	8,298	–	–	0.31%	22
2025 Q2	$2.92M	Hold	8,298	–	–	0.34%	17
2025 Q1	$3.66M	Sell	8,298 -924	-10%	-$412K	0.47%	15
2024 Q4	$3.4M	Sell	9,222 -2,163	-19%	-$884K	0.39%	15
2024 Q3	$3.36M	Hold	11,385	–	–	0.43%	15
2024 Q2	$2.79M	Buy	+11,385	New	+$2.39M	0.39%	16
2024 Q1	–	Sell	-13,410	Closed	-$2.3M	–	254
2023 Q4	$2.34M	Hold	13,410	–	–	0.38%	18
2023 Q3	$2.72M	Hold	13,410	–	–	0.5%	16
2023 Q2	$1.96M	Hold	13,410	–	–	0.38%	17
2023 Q1	$2.53M	Hold	13,410	–	–	0.57%	14
2022 Q4	$3.49M	Sell	13,410 -900	-6%	-$239K	0.85%	10
2022 Q3	$2.83M	Hold	14,310	–	–	0.83%	10
2022 Q2	$2.37M	Sell	14,310 -900	-6%	-$147K	0.7%	12
2022 Q1	$2.11M	Hold	15,210	–	–	0.71%	11
2021 Q4	$2.11M	Hold	15,210	–	–	0.68%	12
2021 Q3	$2.04M	Hold	15,210	–	–	1.14%	13
2021 Q2	$2.7M	Hold	15,210	–	–	1.47%	11
2021 Q1	$2.69M	Hold	15,210	–	–	1.65%	12
2020 Q4	$1.23M	Buy	+15,210	New	+$965K	0.8%	24

Other funds holding TPL

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Curated Wealth Partners's TPL Position: Q2 2026 in Review

Curated Wealth Partners increased its Texas Pacific Land (TPL) stake by 2,973% in Q2 2026, buying an estimated $100M and bringing the position to 255,012 shares worth $18.4M. The position accounts for 2.38% of the portfolio, ranked #2.

Curated Wealth Partners first reported a position in TPL in Q4 2020 and has held it in 22 quarters since. 242 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

Curated Wealth Partners held 255,012 shares of Texas Pacific Land worth $18.4M as of Q2 2026.
Curated Wealth Partners bought 246,714 Texas Pacific Land shares in Q2 2026, an estimated $100M.
Texas Pacific Land made up 2.38% of Curated Wealth Partners's portfolio in Q2 2026, its #2 holding.
Curated Wealth Partners first reported a position in Texas Pacific Land in Q4 2020 and has held it in 22 quarters since.
242 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.