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Rooted Wealth Advisors’s Tesla TSLA Stock Holding History

Rooted Wealth Advisors’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 		$1.92M Buy
4,562
+359
+9% +$143K 0.47% 41
2026
Q1 		$1.65M Buy
4,203
+399
+10% +$164K 0.44% 46
2025
Q4 		$1.54M Buy
3,804
+885
+30% +$392K 0.43% 45
2025
Q3 		$1.25M Sell
2,919
-167
-5% -$57.9K 0.38% 43
2025
Q2 		$967K Buy
3,086
+420
+16% +$127K 0.33% 45
2025
Q1 		$638K Buy
2,666
+183
+7% +$61K 0.28% 50
2024
Q4 		$979K Sell
2,483
-89
-3% -$28.6K 0.38% 43
2024
Q3 		$619K Sell
2,572
-70
-3% -$16K 0.28% 48
2024
Q2 		$658K Buy
2,642
+162
+7% +$28.3K 0.29% 50
2024
Q1 		$413K Sell
2,480
-496
-17% -$96.9K 0.2% 57
2023
Q4 		$551K Buy
2,976
+1,031
+53% +$245K 0.29% 52
2023
Q3 		$456K Buy
1,945
+333
+21% +$85.5K 0.28% 51
2023
Q2 		$455K Buy
1,612
+224
+16% +$44.8K 0.31% 46
2023
Q1 		$257K Sell
1,388
-417
-23% -$72.7K 0.19% 65
2022
Q4 		$222K Buy
+1,805
New +$342K 0.19% 66

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

Rooted Wealth Advisors's TSLA Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Tesla (TSLA) stake by 8.5% in Q2 2026, buying an estimated $143K and bringing the position to 4,562 shares worth $1.92M. The position accounts for 0.47% of the portfolio, ranked #41.

Rooted Wealth Advisors first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Rooted Wealth Advisors held 4,562 shares of Tesla worth $1.92M as of Q2 2026.
  • Rooted Wealth Advisors bought 359 Tesla shares in Q2 2026, an estimated $143K.
  • Tesla made up 0.47% of Rooted Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Rooted Wealth Advisors first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.