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 Q3	$2.72M	Buy	8,353 +42	+0.5%	+$15.8K	0.22%	39
2026 Q2	$3.64M	Buy	8,311 +13	+0.2%	+$5.27K	0.42%	24
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Curated Wealth Partners's TPL Position: Q3 2026 in Review

Curated Wealth Partners increased its Texas Pacific Land (TPL) stake by 0.51% in Q3 2026, buying an estimated $15.8K and bringing the position to 8,353 shares worth $2.72M. The position accounts for 0.22% of the portfolio, ranked #39.

Curated Wealth Partners first reported a position in TPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.94M in Q1 2026. 406 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Curated Wealth Partners held 8,353 shares of Texas Pacific Land worth $2.72M as of Q3 2026.
Curated Wealth Partners bought 42 Texas Pacific Land shares in Q3 2026, an estimated $15.8K.
Texas Pacific Land made up 0.22% of Curated Wealth Partners's portfolio in Q3 2026, its #39 holding.
Curated Wealth Partners first reported a position in Texas Pacific Land in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Texas Pacific Land position peaked at $3.94M in Q1 2026.
406 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.