Mission Wealth Management
TPL icon

Mission Wealth Management’s Texas Pacific Land TPL Stock Holding History

Mission 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
2026
Q3 		$4.44M Sell
13,631
-89
-0.6% -$33.6K 0.07% 164
2026
Q2 		$6M Buy
13,720
+82
+0.6% +$33.2K 0.07% 154
2026
Q1 		$6.47M Sell
13,638
-8,043
-37% -$3.46M 0.13% 91
2025
Q4 		$6.23M Sell
21,681
-3
-0% -$916 0.12% 93
2025
Q3 		$6.75M Sell
21,684
-84
-0.4% -$26.4K 0.13% 92
2025
Q2 		$7.67M Sell
21,768
-6
-0% -$2.45K 0.16% 78
2025
Q1 		$9.6M Hold
21,774
– – 0.24% 61
2024
Q4 		$8.03M Sell
21,774
-366
-2% -$150K 0.19% 70
2024
Q3 		$6.53M Hold
22,140
– – 0.16% 79
2024
Q2 		$5.42M Buy
22,140
+3
+0% +$629 0.14% 85
2024
Q1 		$4.27M Sell
22,137
-3
-0% -$515 0.11% 114
2023
Q4 		$3.87M Sell
22,140
-225
-1% -$42.8K 0.13% 95
2023
Q3 		$4.53M Hold
22,365
– – 0.17% 78
2023
Q2 		$3.27M Sell
22,365
-8,334
-27% -$1.34M 0.12% 90
2023
Q1 		$5.8M Hold
30,699
– – 0.24% 59
2022
Q4 		$8M Sell
30,699
-414
-1% -$110K 0.38% 40
2022
Q3 		$6.14M Buy
31,113
+27
+0.1% +$5.2K 0.33% 44
2022
Q2 		$5.14M Buy
31,086
+7,623
+32% +$1.25M 0.27% 50
2022
Q1 		$3.52M Sell
23,463
-1,800
-7% -$237K 0.16% 78
2021
Q4 		$3.51M Sell
25,263
-990
-4% -$138K 0.16% 73
2021
Q3 		$3.53M Sell
26,253
-180
-0.7% -$28K 0.18% 68
2021
Q2 		$4.7M Sell
26,433
-945
-3% -$165K 0.25% 53
2021
Q1 		$4.84M Sell
27,378
-1,800
-6% -$224K 0.28% 51
2020
Q4 		$2.36M Sell
29,178
-9,765
-25% -$620K 0.15% 74
2020
Q3 		$1.95M Sell
38,943
-450
-1% -$26.9K 0.15% 75
2020
Q2 		$2.6M Buy
+39,393
New +$2.42M 0.22% 59

Other funds holding TPL

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mission Wealth Management's TPL Position: Q3 2026 in Review

Mission Wealth Management reduced its Texas Pacific Land (TPL) stake by 0.65% in Q3 2026, selling an estimated $33.6K and leaving 13,631 shares worth $4.44M. The position accounts for 0.07% of the portfolio, ranked #164.

Mission Wealth Management first reported a position in TPL in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.6M in Q1 2025. 615 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Mission Wealth Management held 13,631 shares of Texas Pacific Land worth $4.44M as of Q3 2026.
  • Mission Wealth Management sold 89 Texas Pacific Land shares in Q3 2026, an estimated $33.6K.
  • Texas Pacific Land made up 0.07% of Mission Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Mission Wealth Management first reported a position in Texas Pacific Land in Q2 2020 and has held it in 26 quarters since.
  • Mission Wealth Management's Texas Pacific Land position peaked at $9.6M in Q1 2025.
  • 615 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.