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EP Wealth Advisors’s Texas Pacific Land TPL Stock Holding History

EP Wealth 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 		$595K Sell
1,253
-383
-23% -$165K ﹤0.01% 831
2025
Q4 		$470K Buy
+1,636
New +$500K ﹤0.01% 910
2025
Q2 		$651K Buy
1,848
+108
+6% +$44.2K ﹤0.01% 681
2025
Q1 		$768K Sell
1,740
-2,496
-59% -$1.11M 0.01% 563
2024
Q4 		$1.56M Buy
4,236
+1,185
+39% +$484K 0.01% 399
2024
Q3 		$900K Buy
+3,051
New +$838K 0.01% 521
2021
Q3 		– Sell
-3,645
Closed -$648K – 560
2021
Q2 		$648K Hold
3,645
– – 0.02% 295
2021
Q1 		$644K Buy
+3,645
New +$454K 0.02% 280

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