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Morningstar Investment Management’s Texas Pacific Land TPL Stock Holding History

Morningstar Investment 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
Q2 		$3.32M Hold
6,996
– – 0.2% 118
2026
Q1 		$3.32M Sell
6,996
-4,878
-41% -$2.1M 0.21% 118
2025
Q4 		$3.41M Hold
11,874
– – 0.2% 115
2025
Q3 		$3.69M Buy
+11,874
New +$3.74M 0.14% 177

Other funds holding TPL

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YG
York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Morningstar Investment Management's TPL Position: Q2 2026 in Review

Morningstar Investment Management held its Texas Pacific Land (TPL) position steady in Q2 2026 at 6,996 shares worth $3.32M. The position accounts for 0.2% of the portfolio, ranked #118.

Morningstar Investment Management first reported a position in TPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.69M in Q3 2025. 293 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Morningstar Investment Management held 6,996 shares of Texas Pacific Land worth $3.32M as of Q2 2026.
  • Morningstar Investment Management left its Texas Pacific Land share count unchanged in Q2 2026.
  • Texas Pacific Land made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #118 holding.
  • Morningstar Investment Management first reported a position in Texas Pacific Land in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Texas Pacific Land position peaked at $3.69M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.