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Beacon Pointe Advisors’s Construction Partners ROAD Stock Holding History

Beacon Pointe Advisors’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
-2,897
Closed -$368K – 1555
2025
Q3 		$368K Buy
+2,897
New +$331K ﹤0.01% 1114
2023
Q4 		– Sell
-6,248
Closed -$228K – 1384
2023
Q3 		$228K Buy
+6,248
New +$206K ﹤0.01% 1178

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

Beacon Pointe Advisors's ROAD Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 2,897 shares — an estimated $368K sold.

Beacon Pointe Advisors first reported a position in ROAD in Q3 2023 and held it in 2 quarters. The position peaked at $368K in Q3 2025. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,897 Construction Partners shares in Q4 2025, an estimated $368K.
  • Beacon Pointe Advisors first reported a position in Construction Partners in Q3 2023 and held it in 2 quarters.
  • Beacon Pointe Advisors's Construction Partners position peaked at $368K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.