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One Charles Private Wealth Services’s Texas Pacific Land TPL Stock Holding History

One Charles Private Wealth Services’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 		$30.9M Sell
70,698
-4,867
-6% -$1.97M 7.12% 2
2026
Q1 		$35.9M Sell
75,565
-640
-0.8% -$275K 8.97% 2
2025
Q4 		$21.9M Sell
76,205
-1,156
-1% -$353K 5.66% 3
2025
Q3 		$24.1M Sell
77,361
-630
-0.8% -$198K 6.32% 3
2025
Q2 		$27.5M Buy
77,991
+573
+0.7% +$234K 7.72% 2
2025
Q1 		$34.2M Buy
77,418
+1,836
+2% +$819K 11.07% 2
2024
Q4 		$27.9M Buy
75,582
+3,396
+5% +$1.39M 9.37% 2
2024
Q3 		$21.3M Buy
72,186
+1,677
+2% +$460K 8.1% 3
2024
Q2 		$17.3M Buy
70,509
+2,721
+4% +$570K 7.18% 3
2024
Q1 		$13.1M Buy
67,788
+1,791
+3% +$307K 5.69% 4
2023
Q4 		$11.5M Sell
65,997
-396
-0.6% -$75.3K 6.1% 4
2023
Q3 		$13.5M Buy
66,393
+4,392
+7% +$829K 7.87% 3
2023
Q2 		$9.07M Buy
62,001
+639
+1% +$102K 5.27% 4
2023
Q1 		$11.6M Buy
61,362
+9,774
+19% +$2.04M 7.2% 3
2022
Q4 		$13.4M Buy
51,588
+8,604
+20% +$2.28M 8.7% 1
2022
Q3 		$8.49M Buy
42,984
+4,095
+11% +$789K 5.63% 3
2022
Q2 		$6.91M Buy
38,889
+11,907
+44% +$1.95M 4.66% 4
2022
Q1 		$4.05M Buy
26,982
+3,195
+13% +$421K 2.52% 11
2021
Q4 		$3.3M Sell
23,787
-225
-0.9% -$31.4K 1.87% 13
2021
Q3 		$3.23M Sell
24,012
-216
-0.9% -$33.6K 1.86% 13
2021
Q2 		$4.31M Buy
24,228
+21,888
+935% +$3.81M 2.89% 7
2021
Q1 		$413K Buy
+2,340
New +$291K 1.89% 22
2020
Q3 		– Sell
-18,990
Closed -$1.26M – 84
2020
Q2 		$1.26M Buy
+18,990
New +$1.17M 0.65% 21

Other funds holding TPL

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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

One Charles Private Wealth Services's TPL Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Texas Pacific Land (TPL) stake by 6.4% in Q2 2026, selling an estimated $1.97M and leaving 70,698 shares worth $30.9M. The position accounts for 7.12% of the portfolio, ranked #2.

One Charles Private Wealth Services first reported a position in TPL in Q2 2020 and has held it in 23 quarters since. The position peaked at $35.9M in Q1 2026. 105 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • One Charles Private Wealth Services held 70,698 shares of Texas Pacific Land worth $30.9M as of Q2 2026.
  • One Charles Private Wealth Services sold 4,867 Texas Pacific Land shares in Q2 2026, an estimated $1.97M.
  • Texas Pacific Land made up 7.12% of One Charles Private Wealth Services's portfolio in Q2 2026, its #2 holding.
  • One Charles Private Wealth Services first reported a position in Texas Pacific Land in Q2 2020 and has held it in 23 quarters since.
  • One Charles Private Wealth Services's Texas Pacific Land position peaked at $35.9M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.