Physician Wealth Advisors’s Texas Pacific Land TPL Stock Holding History

Physician Wealth 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 Q3	$16.9K	Buy	52 +11	+27%	+$4.15K	﹤0.01%	745
2026 Q2	$17.9K	Sell	41 -1	-2%	-$405	﹤0.01%	695
2026 Q1	$19.9K	Hold	42	–	–	﹤0.01%	617
2025 Q4	$12.1K	Buy	42 +27	+180%	+$8.25K	﹤0.01%	715
2025 Q3	$4.67K	Hold	15	–	–	﹤0.01%	941
2025 Q2	$5.28K	Buy	15 +6	+67%	+$2.45K	﹤0.01%	783
2025 Q1	$3.98K	Buy	+9	New	+$4.01K	﹤0.01%	771

Other funds holding TPL

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Physician Wealth Advisors's TPL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Texas Pacific Land (TPL) stake by 27% in Q3 2026, buying an estimated $4.15K and bringing the position to 52 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Physician Wealth Advisors first reported a position in TPL in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.9K in Q1 2026. 537 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Physician Wealth Advisors held 52 shares of Texas Pacific Land worth $16.9K as of Q3 2026.
Physician Wealth Advisors bought 11 Texas Pacific Land shares in Q3 2026, an estimated $4.15K.
Texas Pacific Land made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #745 holding.
Physician Wealth Advisors first reported a position in Texas Pacific Land in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Texas Pacific Land position peaked at $19.9K in Q1 2026.
537 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.