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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
Q2 		$1.63M Buy
13,706
+85
+0.6% +$10.1K 0.02% 863
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
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
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Atria Investments's ROAD Position: Q2 2026 in Review

Atria Investments increased its Construction Partners (ROAD) stake by 0.62% in Q2 2026, buying an estimated $10.1K and bringing the position to 13,706 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #863.

Atria Investments first reported a position in ROAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q2 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Atria Investments held 13,706 shares of Construction Partners worth $1.63M as of Q2 2026.
  • Atria Investments bought 85 Construction Partners shares in Q2 2026, an estimated $10.1K.
  • Construction Partners made up 0.02% of Atria Investments's portfolio in Q2 2026, its #863 holding.
  • Atria Investments first reported a position in Construction Partners in Q4 2023 and has held it in 11 quarters since.
  • Atria Investments's Construction Partners position peaked at $1.71M in Q2 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.