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

Sax 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
Q2 		$427K Buy
901
+20
+2% +$8.11K 0.02% 374
2026
Q1 		$253K Hold
881
– – 0.01% 424
2025
Q4 		$253K Buy
881
+8
+0.9% +$2.44K 0.01% 432
2025
Q3 		$272K Sell
873
-6
-0.7% -$1.89K 0.01% 371
2025
Q2 		$310K Sell
879
-78
-8% -$31.9K 0.02% 330
2025
Q1 		$423K Buy
957
+138
+17% +$61.5K 0.03% 242
2024
Q4 		$302K Buy
819
+15
+2% +$6.13K 0.02% 263
2024
Q3 		$237K Buy
+804
New +$221K 0.02% 257

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sax Wealth Advisors's TPL Position: Q2 2026 in Review

Sax Wealth Advisors increased its Texas Pacific Land (TPL) stake by 2.3% in Q2 2026, buying an estimated $8.11K and bringing the position to 901 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #374.

Sax Wealth Advisors first reported a position in TPL in Q3 2024 and has held it in 8 quarters since. 875 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Sax Wealth Advisors held 901 shares of Texas Pacific Land worth $427K as of Q2 2026.
  • Sax Wealth Advisors bought 20 Texas Pacific Land shares in Q2 2026, an estimated $8.11K.
  • Texas Pacific Land made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #374 holding.
  • Sax Wealth Advisors first reported a position in Texas Pacific Land in Q3 2024 and has held it in 8 quarters since.
  • 875 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.