Root Financial Partners’s TrueCar TRUE Stock Holding History

Root Financial Partners’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12	Closed	-$27	–	3549
2025 Q4	$27	Hold	12	–	–	﹤0.01%	2410
2025 Q3	$22	Buy	+12	New	+$24	﹤0.01%	2280

Other funds holding TRUE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's TRUE Position: Q1 2026 in Review

Root Financial Partners sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 12 shares — an estimated $27 sold.

Root Financial Partners first reported a position in TRUE in Q3 2025 and held it in 2 quarters. The position peaked at $27 in Q4 2025. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.

Root Financial Partners reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 12 TrueCar shares in Q1 2026, an estimated $27.
Root Financial Partners first reported a position in TrueCar in Q3 2025 and held it in 2 quarters.
Root Financial Partners's TrueCar position peaked at $27 in Q4 2025.
1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.