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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

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
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
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

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. 148 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.
  • 148 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.