DiNuzzo Private Wealth’s Texas Pacific Land TPL Stock Holding History

DiNuzzo Private Wealth’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	$2.19K	Sell	5 -3	-38%	-$1.22K	﹤0.01%	643
2026 Q1	$3.8K	Hold	8	–	–	﹤0.01%	446
2025 Q4	$2.3K	Sell	8 -1	-11%	-$305	﹤0.01%	591
2025 Q3	$2.8K	Sell	9 -3	-25%	-$945	﹤0.01%	531
2025 Q2	$4.23K	Hold	12	–	–	﹤0.01%	410
2025 Q1	$5.3K	Hold	12	–	–	﹤0.01%	347
2024 Q4	$4.42K	Buy	12 +3	+33%	+$1.23K	﹤0.01%	376
2024 Q3	$2.65K	Buy	9 +3	+50%	+$824	﹤0.01%	513
2024 Q2	$1.47K	Buy	+6	New	+$1.26K	﹤0.01%	628

Other funds holding TPL

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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

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

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return