Position in TSLA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,767,344
-$1,906,133 QoQ
Shares Held
20,894
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Root Financial Partners, LLC holds $8,625,148 across 15 Auto Manufacturers names. TSLA ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
20,894 | $7,767,344 | |
| 2 | GM |
General Motors Co
|
6,215 | $463,017 | |
| 3 | F |
Ford Motor Co
|
23,112 | $266,712 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
3,954 | $59,507 | |
| 5 | RACE |
Ferrari N.V.
|
78 | $26,399 | |
| 6 | TM |
Toyota Motor Corp/
|
93 | $19,166 | |
| 7 | XPEV |
Xpeng Inc.
|
565 | $9,667 | |
| 8 | NIO |
NIO Inc.
|
1,049 | $6,325 |
All Filings in TSLA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,767,344 | 20,894 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,673,477 | 21,510 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,875,734 | 8,715 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,586,705 | 8,143 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,311,188 | 8,918 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,987,112 | 9,873 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,938,939 | 7,411 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $736,707 | 3,723 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $457,405 | 2,602 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $531,747 | 2,140 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $407,107 | 1,627 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $440,035 | 1,681 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $336,500 | 1,622 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||