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Mount Yale Investment Advisors’s Texas Pacific Land TPL Stock Holding History

Mount Yale Investment Advisors’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 		$1.08M Sell
2,266
-753
-25% -$324K 0.02% 499
2025
Q4 		$867K Buy
3,019
+1,384
+85% +$423K 0.04% 342
2025
Q3 		$509K Buy
1,635
+1,566
+2,270% +$493K 0.04% 416
2025
Q2 		$24.3K Buy
+69
New +$28.2K ﹤0.01% 1006
2024
Q4 		– Sell
-837
Closed -$247K – 614
2024
Q3 		$247K Sell
837
-48
-5% -$13.2K 0.02% 487
2024
Q2 		$217K Sell
885
-159
-15% -$33.3K 0.02% 506
2024
Q1 		$201K Sell
1,044
-279
-21% -$47.9K 0.02% 514
2023
Q4 		$231K Buy
1,323
+162
+14% +$30.8K 0.02% 457
2023
Q3 		$235K Sell
1,161
-288
-20% -$54.3K 0.03% 443
2023
Q2 		$212K Sell
1,449
-180
-11% -$28.9K 0.02% 458
2023
Q1 		$308K Sell
1,629
-279
-15% -$58.1K 0.03% 370
2022
Q4 		$497K Sell
1,908
-477
-20% -$126K 0.06% 281
2022
Q3 		$471K Buy
2,385
+441
+23% +$84.9K 0.06% 275
2022
Q2 		$321K Sell
1,944
-45
-2% -$7.36K 0.04% 344
2022
Q1 		$299K Sell
1,989
-351
-15% -$46.3K 0.03% 367
2021
Q4 		$325K Buy
+2,340
New +$326K 0.03% 355
2018
Q4 		– Sell
-1,818
Closed -$141K – 739
2018
Q3 		$141K Sell
1,818
-1,026
-36% -$91.3K 0.02% 343
2018
Q2 		$220K Hold
2,844
– – 0.04% 296
2018
Q1 		$160K Buy
+2,844
New +$163K 0.03% 322

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's TPL Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Texas Pacific Land (TPL) stake by 25% in Q1 2026, selling an estimated $324K and leaving 2,266 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #499.

Mount Yale Investment Advisors first reported a position in TPL in Q1 2018 and has held it in 19 quarters since. 862 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

  • Mount Yale Investment Advisors held 2,266 shares of Texas Pacific Land worth $1.08M as of Q1 2026.
  • Mount Yale Investment Advisors sold 753 Texas Pacific Land shares in Q1 2026, an estimated $324K.
  • Texas Pacific Land made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #499 holding.
  • Mount Yale Investment Advisors first reported a position in Texas Pacific Land in Q1 2018 and has held it in 19 quarters since.
  • 862 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.