BHWM
ROAD icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bay Harbor Wealth Management's ROAD Position: Q4 2025 in Review

Bay Harbor Wealth Management sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 1 share — an estimated $127 sold.

Bay Harbor Wealth Management first reported a position in ROAD in Q1 2025 and held it in 3 quarters. The position peaked at $127 in Q3 2025. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

  • Bay Harbor Wealth Management reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Construction Partners share in Q4 2025, an estimated $127.
  • Bay Harbor Wealth Management first reported a position in Construction Partners in Q1 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Construction Partners position peaked at $127 in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.