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Root Financial Partners’s Tesla TSLA Stock Holding History

Root Financial Partners’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.37M Buy
22,272
+1,378
+7% +$548K 0.36% 31
2026
Q1 		$7.77M Sell
20,894
-616
-3% -$254K 0.36% 29
2025
Q4 		$9.67M Buy
21,510
+12,795
+147% +$5.67M 0.49% 25
2025
Q3 		$3.88M Buy
8,715
+572
+7% +$198K 0.24% 37
2025
Q2 		$2.59M Sell
8,143
-775
-9% -$233K 0.25% 39
2025
Q1 		$2.31M Sell
8,918
-955
-10% -$318K 0.25% 34
2024
Q4 		$3.99M Buy
9,873
+2,462
+33% +$792K 0.49% 24
2024
Q3 		$1.94M Buy
7,411
+3,688
+99% +$841K 0.31% 29
2024
Q2 		$737K Buy
3,723
+1,121
+43% +$196K 0.17% 47
2024
Q1 		$457K Buy
2,602
+462
+22% +$90.3K 0.14% 60
2023
Q4 		$532K Buy
2,140
+513
+32% +$122K 0.2% 50
2023
Q3 		$407K Sell
1,627
-54
-3% -$13.9K 0.22% 48
2023
Q2 		$440K Buy
1,681
+59
+4% +$11.8K 0.26% 45
2023
Q1 		$336K Buy
+1,622
New +$283K 0.24% 48

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's TSLA Position: Q2 2026 in Review

Root Financial Partners increased its Tesla (TSLA) stake by 6.6% in Q2 2026, buying an estimated $548K and bringing the position to 22,272 shares worth $9.37M. The position accounts for 0.36% of the portfolio, ranked #31.

Root Financial Partners first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.67M in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Root Financial Partners held 22,272 shares of Tesla worth $9.37M as of Q2 2026.
  • Root Financial Partners bought 1,378 Tesla shares in Q2 2026, an estimated $548K.
  • Tesla made up 0.36% of Root Financial Partners's portfolio in Q2 2026, its #31 holding.
  • Root Financial Partners first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • Root Financial Partners's Tesla position peaked at $9.67M in Q4 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.