Root Financial Partners
TSLA icon

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
Q3 		$8.79M Buy
24,769
+2,497
+11% +$894K 0.29% 37
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 		$9.7M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Root Financial Partners's TSLA Position: Q3 2026 in Review

Root Financial Partners increased its Tesla (TSLA) stake by 11% in Q3 2026, buying an estimated $894K and bringing the position to 24,769 shares worth $8.79M. The position accounts for 0.29% of the portfolio, ranked #37.

Root Financial Partners first reported a position in TSLA in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.7M in Q4 2025. 1,844 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Root Financial Partners held 24,769 shares of Tesla worth $8.79M as of Q3 2026.
  • Root Financial Partners bought 2,497 Tesla shares in Q3 2026, an estimated $894K.
  • Tesla made up 0.29% of Root Financial Partners's portfolio in Q3 2026, its #37 holding.
  • Root Financial Partners first reported a position in Tesla in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's Tesla position peaked at $9.7M in Q4 2025.
  • 1,844 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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