Aptus Capital Advisors’s Construction Partners ROAD Stock Holding History

Aptus Capital Advisors’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 Q2	$2.81M	Sell	23,630 -10,003	-30%	-$1.19M	0.02%	453
2026 Q1	$3.74M	Sell	33,633 -35,000	-51%	-$4.2M	0.03%	387
2025 Q4	$7.45M	Buy	68,633 +34,234	+100%	+$3.85M	0.05%	262
2025 Q3	$4.37M	Sell	34,399 -78	-0.2%	-$8.9K	0.03%	337
2025 Q2	$3.66M	Buy	+34,477	New	+$3.22M	0.03%	337

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aptus Capital Advisors's ROAD Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Construction Partners (ROAD) stake by 30% in Q2 2026, selling an estimated $1.19M and leaving 23,630 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #453.

Aptus Capital Advisors first reported a position in ROAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.45M in Q4 2025. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Aptus Capital Advisors held 23,630 shares of Construction Partners worth $2.81M as of Q2 2026.
Aptus Capital Advisors sold 10,003 Construction Partners shares in Q2 2026, an estimated $1.19M.
Construction Partners made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #453 holding.
Aptus Capital Advisors first reported a position in Construction Partners in Q2 2025 and has held it in 5 quarters since.
Aptus Capital Advisors's Construction Partners position peaked at $7.45M in Q4 2025.
363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.