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Integrated Wealth Concepts’s Texas Pacific Land TPL Stock Holding History

Integrated Wealth Concepts’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 		$3.96M Buy
8,337
+135
+2% +$58K 0.03% 501
2025
Q4 		$2.36M Sell
8,202
-402
-5% -$123K 0.03% 493
2025
Q3 		$2.68M Buy
8,604
+531
+7% +$167K 0.02% 571
2025
Q2 		$2.84M Buy
8,073
+306
+4% +$125K 0.03% 508
2025
Q1 		$3.43M Buy
7,767
+327
+4% +$146K 0.04% 418
2024
Q4 		$2.74M Buy
7,440
+846
+13% +$346K 0.03% 458
2024
Q3 		$1.94M Buy
6,594
+1,419
+27% +$390K 0.02% 559
2024
Q2 		$1.27M Buy
5,175
+735
+17% +$154K 0.02% 651
2024
Q1 		$856K Buy
4,440
+30
+0.7% +$5.15K 0.01% 824
2023
Q4 		$771K Buy
4,410
+270
+7% +$51.3K 0.01% 820
2023
Q3 		$839K Sell
4,140
-36
-0.9% -$6.79K 0.01% 757
2023
Q2 		$611K Buy
4,176
+36
+0.9% +$5.77K 0.01% 898
2023
Q1 		$782K Hold
4,140
– – 0.02% 706
2022
Q4 		$1.08M Hold
4,140
– – 0.03% 457
2022
Q3 		$817K Buy
4,140
+9
+0.2% +$1.73K 0.03% 464
2022
Q2 		$684K Hold
4,131
– – 0.02% 513
2022
Q1 		$620K Sell
4,131
-117
-3% -$15.4K 0.02% 522
2021
Q4 		$590K Buy
4,248
+126
+3% +$17.6K 0.02% 578
2021
Q3 		$554K Buy
4,122
+90
+2% +$14K 0.02% 555
2021
Q2 		$716K Hold
4,032
– – 0.03% 447
2021
Q1 		$711K Buy
+4,032
New +$502K 0.03% 380

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $872M 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 $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's TPL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Texas Pacific Land (TPL) stake by 1.6% in Q1 2026, buying an estimated $58K and bringing the position to 8,337 shares worth $3.96M. The position accounts for 0.03% of the portfolio, ranked #501.

Integrated Wealth Concepts first reported a position in TPL in Q1 2021 and has held it in 21 quarters since. 860 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • Integrated Wealth Concepts held 8,337 shares of Texas Pacific Land worth $3.96M as of Q1 2026.
  • Integrated Wealth Concepts bought 135 Texas Pacific Land shares in Q1 2026, an estimated $58K.
  • Texas Pacific Land made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #501 holding.
  • Integrated Wealth Concepts first reported a position in Texas Pacific Land in Q1 2021 and has held it in 21 quarters since.
  • 860 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.