Bay Harbor Wealth Management’s Construction Partners ROAD Stock Holding History

Bay Harbor 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	$119	Buy	+1	New	+$119	﹤0.01%	1221
2025 Q4	–	Sell	-1	Closed	-$127	–	1343
2025 Q3	$127	Hold	1	–	–	﹤0.01%	1134
2025 Q2	$106	Hold	1	–	–	﹤0.01%	1097
2025 Q1	$71	Buy	+1	New	+$79	﹤0.01%	949

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

Bay Harbor Wealth Management's ROAD Position: Q2 2026 in Review

Bay Harbor Wealth Management opened a new position in Construction Partners (ROAD) in Q2 2026: 1 share worth $119. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Bay Harbor Wealth Management previously reported a position in ROAD as recently as Q3 2025.

Bay Harbor Wealth Management first reported a position in ROAD in Q1 2025 and has held it in 4 quarters since. The position peaked at $127 in Q3 2025. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Bay Harbor Wealth Management held 1 share of Construction Partners worth $119 as of Q2 2026.
Construction Partners was a new Bay Harbor Wealth Management position in Q2 2026.
Construction Partners made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1221 holding.
Bay Harbor Wealth Management first reported a position in Construction Partners in Q1 2025 and has held it in 4 quarters since.
Bay Harbor Wealth Management's Construction Partners position peaked at $127 in Q3 2025.
363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.