Strategic Wealth Partners’s Texas Pacific Land TPL Stock Holding History

Strategic Wealth Partners’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	$957K	Sell	2,016 -3	-0.1%	-$1.29K	0.07%	150
2025 Q4	$580K	Hold	2,019	–	–	0.04%	188
2025 Q3	$628K	Buy	2,019 +168	+9%	+$52.9K	0.05%	201
2025 Q2	$652K	Buy	+1,851	New	+$757K	0.05%	185
2019 Q4	–	Sell	-1,800	Closed	-$126	–	471
2019 Q3	$126	Hold	1,800	–	–	﹤0.01%	259
2019 Q2	$157K	Hold	1,800	–	–	0.08%	144
2019 Q1	$160K	Hold	1,800	–	–	0.07%	152
2018 Q4	$127K	Hold	1,800	–	–	0.06%	153
2018 Q3	$173K	Hold	1,800	–	–	0.09%	141
2018 Q2	$139K	Hold	1,800	–	–	0.08%	164
2018 Q1	$101K	Hold	1,800	–	–	0.05%	194
2017 Q4	$83K	Buy	+1,800	New	+$82K	0.05%	190

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's TPL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Texas Pacific Land (TPL) stake by 0.15% in Q1 2026, selling an estimated $1.29K and leaving 2,016 shares worth $957K. The position accounts for 0.07% of the portfolio, ranked #150.

Strategic Wealth Partners first reported a position in TPL in Q4 2017 and has held it in 12 quarters since. 860 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

Strategic Wealth Partners held 2,016 shares of Texas Pacific Land worth $957K as of Q1 2026.
Strategic Wealth Partners sold 3 Texas Pacific Land shares in Q1 2026, an estimated $1.29K.
Texas Pacific Land made up 0.07% of Strategic Wealth Partners's portfolio in Q1 2026, its #150 holding.
Strategic Wealth Partners first reported a position in Texas Pacific Land in Q4 2017 and has held it in 12 quarters since.
860 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.