Atria Investments’s Construction Partners ROAD Stock Holding History

Atria Investments’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 Q1	$1.51M	Sell	13,621 -17	-0.1%	-$2.04K	0.02%	837
2025 Q4	$1.48M	Buy	13,638 +889	+7%	+$100K	0.02%	865
2025 Q3	$1.62M	Sell	12,749 -3,380	-21%	-$386K	0.02%	813
2025 Q2	$1.71M	Buy	16,129 +835	+5%	+$78K	0.02%	789
2025 Q1	$1.1M	Buy	15,294 +2,657	+21%	+$209K	0.01%	962
2024 Q4	$1.12M	Sell	12,637 -2,843	-18%	-$247K	0.01%	914
2024 Q3	$1.08M	Sell	15,480 -2,257	-13%	-$139K	0.01%	932
2024 Q2	$979K	Sell	17,737 -9,901	-36%	-$548K	0.01%	938
2024 Q1	$1.55M	Sell	27,638 -83	-0.3%	-$3.92K	0.02%	759
2023 Q4	$1.21M	Buy	+27,721	New	+$1.14M	0.02%	810

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's ROAD Position: Q1 2026 in Review

Atria Investments reduced its Construction Partners (ROAD) stake by 0.12% in Q1 2026, selling an estimated $2.04K and leaving 13,621 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #837.

Atria Investments first reported a position in ROAD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q2 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

Atria Investments held 13,621 shares of Construction Partners worth $1.51M as of Q1 2026.
Atria Investments sold 17 Construction Partners shares in Q1 2026, an estimated $2.04K.
Construction Partners made up 0.02% of Atria Investments's portfolio in Q1 2026, its #837 holding.
Atria Investments first reported a position in Construction Partners in Q4 2023 and has held it in 10 quarters since.
Atria Investments's Construction Partners position peaked at $1.71M in Q2 2025.
343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.