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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Root Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
22,272
Value
$9.37M
% of portfolio
0.4%
Quarters held
14
Since Q1 2023
Holdings of TSLA by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,272$9.37M0.4%+1,378+6.6%AddedHolders
Q1 202620,894$7.77M0.4%−616−2.9%ReducedHolders
Q4 202521,510$9.67M0.5%+12,795+146.8%AddedHolders
Q3 20258,715$3.88M0.2%+572+7.0%AddedHolders
Q2 20258,143$2.59M0.2%−775−8.7%ReducedHolders
Q1 20258,918$2.31M0.2%−955−9.7%ReducedHolders
Q4 20249,873$3.99M0.5%+2,462+33.2%AddedHolders
Q3 20247,411$1.94M0.3%+3,688+99.1%AddedHolders
Q2 20243,723$736.8K0.2%+1,121+43.1%AddedHolders
Q1 20242,602$457.5K0.1%+462+21.6%AddedHolders
Q4 20232,140$531.9K0.2%+513+31.5%AddedHolders
Q3 20231,627$407.1K0.2%−54−3.2%ReducedHolders
Q2 20231,681$440.0K0.3%+59+3.6%AddedHolders
Q1 20231,622$336.5K0.2%–No prior filingHolders