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Journey Advisory Group’s Maui Land & Pineapple Co MLP Stock Holding History

Journey Advisory Group’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-67,918
Closed -$1.15M – 256
2025
Q4 		$1.15M Sell
67,918
-69,777
-51% -$1.13M 0.1% 147
2025
Q3 		$2.57M Sell
137,695
-84,171
-38% -$1.48M 0.19% 110
2025
Q2 		$4.04M Sell
221,866
-31,228
-12% -$506K 0.31% 81
2025
Q1 		$4.45M Buy
+253,094
New +$4.93M 0.36% 69

Other funds holding MLP

V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Journey Advisory Group's MLP Position: Q1 2026 in Review

Journey Advisory Group sold out of Maui Land & Pineapple Co (MLP) in Q1 2026, closing a stake of 67,918 shares — an estimated $1.15M sold.

Journey Advisory Group first reported a position in MLP in Q1 2025 and held it in 4 quarters. The position peaked at $4.45M in Q1 2025. 65 funds tracked by Wall St. Rank hold MLP as of Q1 2026.

  • Journey Advisory Group reported no remaining Maui Land & Pineapple Co position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 67,918 Maui Land & Pineapple Co shares in Q1 2026, an estimated $1.15M.
  • Journey Advisory Group first reported a position in Maui Land & Pineapple Co in Q1 2025 and held it in 4 quarters.
  • Journey Advisory Group's Maui Land & Pineapple Co position peaked at $4.45M in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.