AWM
ROAD icon

Avior Wealth Management’s Construction Partners ROAD Stock Holding History

Avior Wealth Management’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 		– Sell
-11,006
Closed -$1.22M – 870
2026
Q1 		$1.22M Sell
11,006
-819
-7% -$98.2K 0.03% 315
2025
Q4 		$1.28M Sell
11,825
-7,280
-38% -$820K 0.04% 264
2025
Q3 		$2.43M Buy
19,105
+2
+0% +$228 0.08% 171
2025
Q2 		$2.03M Sell
19,103
-17
-0.1% -$1.59K 0.07% 183
2025
Q1 		$1.37M Buy
19,120
+19
+0.1% +$1.5K 0.05% 221
2024
Q4 		$1.69M Sell
19,101
-1,566
-8% -$136K 0.06% 196
2024
Q3 		$1.44M Buy
20,667
+81
+0.4% +$4.99K 0.06% 219
2024
Q2 		$1.14M Sell
20,586
-6,436
-24% -$356K 0.05% 243
2024
Q1 		$1.52M Buy
27,022
+20
+0.1% +$945 0.07% 205
2023
Q4 		$1.18M Hold
27,002
– – 0.07% 181
2023
Q3 		$987K Hold
27,002
– – 0.07% 193
2023
Q2 		$848K Sell
27,002
-2,962
-10% -$84.8K 0.06% 224
2023
Q1 		$807K Hold
29,964
– – 0.06% 233
2022
Q4 		$800K Hold
29,964
– – 0.06% 215
2022
Q3 		$785K Buy
29,964
+4,075
+16% +$107K 0.06% 197
2022
Q2 		$542K Buy
25,889
+10,044
+63% +$237K 0.05% 242
2022
Q1 		$414K Sell
15,845
-3,109
-16% -$82K 0.04% 336
2021
Q4 		$557K Hold
18,954
– – 0.05% 308
2021
Q3 		$632K Hold
18,954
– – 0.05% 264
2021
Q2 		$595K Sell
18,954
-2,793
-13% -$87.7K 0.06% 265
2021
Q1 		$649K Buy
21,747
+1,471
+7% +$44.4K 0.07% 244
2020
Q4 		$590K Hold
20,276
– – 0.07% 230
2020
Q3 		$369K Hold
20,276
– – 0.05% 297
2020
Q2 		$360K Buy
+20,276
New +$346K 0.06% 304

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 $3.37T AUM 44.26% 1-Year Est. Return

Avior Wealth Management's ROAD Position: Q2 2026 in Review

Avior Wealth Management sold out of Construction Partners (ROAD) in Q2 2026, closing a stake of 11,006 shares — an estimated $1.22M sold.

Avior Wealth Management first reported a position in ROAD in Q2 2020 and held it in 24 quarters. The position peaked at $2.43M in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Avior Wealth Management reported no remaining Construction Partners position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 11,006 Construction Partners shares in Q2 2026, an estimated $1.22M.
  • Avior Wealth Management first reported a position in Construction Partners in Q2 2020 and held it in 24 quarters.
  • Avior Wealth Management's Construction Partners position peaked at $2.43M in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.