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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Root Financial Partners reduced its Tesla (TSLA) stake by 2.9% in Q1 2026, selling an estimated $254K and leaving 20,894 shares worth $7.77M. The position accounts for 0.36% of the portfolio, ranked #29.

Root Financial Partners first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.67M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Root Financial Partners held 20,894 shares of Tesla worth $7.77M as of Q1 2026.
  • Root Financial Partners sold 616 Tesla shares in Q1 2026, an estimated $254K.
  • Tesla made up 0.36% of Root Financial Partners's portfolio in Q1 2026, its #29 holding.
  • Root Financial Partners first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
  • Root Financial Partners's Tesla position peaked at $9.67M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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