Wealthcare Advisory Partners’s Texas Pacific Land TPL Stock Holding History

Wealthcare Advisory 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 Q3	$208K	Buy	+637	New	+$240K	﹤0.01%	1044
2026 Q2	–	Sell	-545	Closed	-$259K	–	1148
2026 Q1	$259K	Sell	545 -637	-54%	-$274K	0.01%	924
2025 Q4	$339K	Buy	+1,182	New	+$361K	0.01%	822
2021 Q3	–	Sell	-1,413	Closed	-$251K	–	581
2021 Q2	$251K	Buy	+1,413	New	+$246K	0.02%	464

Other funds holding TPL

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

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

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return

Wealthcare Advisory Partners's TPL Position: Q3 2026 in Review

Wealthcare Advisory Partners opened a new position in Texas Pacific Land (TPL) in Q3 2026: 637 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in TPL as recently as Q1 2026.

Wealthcare Advisory Partners first reported a position in TPL in Q2 2021 and has held it in 4 quarters since. The position peaked at $339K in Q4 2025. 505 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Wealthcare Advisory Partners held 637 shares of Texas Pacific Land worth $208K as of Q3 2026.
Texas Pacific Land was a new Wealthcare Advisory Partners position in Q3 2026.
Texas Pacific Land made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #1044 holding.
Wealthcare Advisory Partners first reported a position in Texas Pacific Land in Q2 2021 and has held it in 4 quarters since.
Wealthcare Advisory Partners's Texas Pacific Land position peaked at $339K in Q4 2025.
505 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.