Litman Gregory Wealth Management’s Texas Pacific Land TPL Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$280K	Sell	975 -540	-36%	-$165K	0.02%	128
2025 Q3	$471K	Sell	1,515 -75	-5%	-$23.6K	0.04%	100
2025 Q2	$560K	Sell	1,590 -1,650	-51%	-$675K	0.04%	87
2025 Q1	$1.43M	Sell	3,240 -2,559	-44%	-$1.14M	0.12%	62
2024 Q4	$2.14M	Sell	5,799 -111	-2%	-$45.4K	0.19%	51
2024 Q3	$1.74M	Sell	5,910 -2,142	-27%	-$588K	0.15%	56
2024 Q2	$1.97M	Sell	8,052 -4,890	-38%	-$1.03M	0.17%	53
2024 Q1	$2.5M	Sell	12,942 -2,079	-14%	-$357K	0.23%	52
2023 Q4	$2.62M	Sell	15,021 -2,025	-12%	-$385K	0.25%	48
2023 Q3	$3.45M	Buy	+17,046	New	+$3.22M	0.36%	47

Other funds holding TPL

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $645M AUM 28.76% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return