Superior Planning, LLC’s Construction Partners ROAD Stock Holding History

Superior Planning, LLC’s Portfolio ROAD Stock Details ROAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.29K	Buy	+81	New	+$8.43K	﹤0.01%	1057

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Superior Planning, LLC's ROAD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Construction Partners (ROAD) in Q3 2026: 81 shares worth $7.29K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

232 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

Superior Planning, LLC held 81 shares of Construction Partners worth $7.29K as of Q3 2026.
Construction Partners was a new Superior Planning, LLC position in Q3 2026.
Construction Partners made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1057 holding.
232 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.