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Bogart Wealth LLC’s Construction Partners ROAD Stock Holding History

Bogart Wealth LLC’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 		$14.4K Hold
121
– – ﹤0.01% 900
2026
Q1 		$13.4K Hold
121
– – ﹤0.01% 838
2025
Q4 		$13.1K Hold
121
– – ﹤0.01% 798
2025
Q3 		$15.4K Hold
121
– – ﹤0.01% 730
2025
Q2 		$12.9K Hold
121
– – ﹤0.01% 737
2025
Q1 		$8.7K Hold
121
– – ﹤0.01% 789
2024
Q4 		$10.7K Hold
121
– – ﹤0.01% 722
2024
Q3 		$8.45K Hold
121
– – ﹤0.01% 733
2024
Q2 		$6.68K Hold
121
– – ﹤0.01% 728
2024
Q1 		$6.79K Hold
121
– – ﹤0.01% 706
2023
Q4 		$5.27K Hold
121
– – ﹤0.01% 737
2023
Q3 		$4.42K Hold
121
– – ﹤0.01% 742
2023
Q2 		$3.8K Hold
121
– – ﹤0.01% 773
2023
Q1 		$3.26K Buy
+121
New +$3.29K ﹤0.01% 815

Other funds holding ROAD

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Bogart Wealth LLC's ROAD Position: Q2 2026 in Review

Bogart Wealth LLC held its Construction Partners (ROAD) position steady in Q2 2026 at 121 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Bogart Wealth LLC first reported a position in ROAD in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.4K in Q3 2025. 67 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Bogart Wealth LLC held 121 shares of Construction Partners worth $14.4K as of Q2 2026.
  • Bogart Wealth LLC left its Construction Partners share count unchanged in Q2 2026.
  • Construction Partners made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #900 holding.
  • Bogart Wealth LLC first reported a position in Construction Partners in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's Construction Partners position peaked at $15.4K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.