CT
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Caldwell Trust’s Construction Partners ROAD Stock Holding History

Caldwell Trust’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
Q1 		$176K Hold
1,587
– – 0.02% 346
2025
Q4 		$172K Buy
1,587
+237
+18% +$26.7K 0.02% 341
2025
Q3 		$171K Buy
1,350
+525
+64% +$59.9K 0.02% 335
2025
Q2 		$87.7K Hold
825
– – 0.01% 392
2025
Q1 		$59.3K Hold
825
– – 0.01% 438
2024
Q4 		$73K Hold
825
– – 0.01% 415
2024
Q3 		$57.6K Hold
825
– – 0.01% 447
2024
Q2 		$45.5K Hold
825
– – 0.01% 466
2024
Q1 		$46.3K Hold
825
– – 0.01% 466
2023
Q4 		$35.9K Hold
825
– – ﹤0.01% 485
2023
Q3 		$30.2K Buy
825
+250
+43% +$8.25K ﹤0.01% 495
2023
Q2 		$18K Hold
575
– – ﹤0.01% 570
2023
Q1 		$15.5K Hold
575
– – ﹤0.01% 579
2022
Q4 		$15.3K Buy
+575
New +$16.5K ﹤0.01% 572

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caldwell Trust's ROAD Position: Q1 2026 in Review

Caldwell Trust held its Construction Partners (ROAD) position steady in Q1 2026 at 1,587 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #346.

Caldwell Trust first reported a position in ROAD in Q4 2022 and has held it in 14 quarters since. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Caldwell Trust held 1,587 shares of Construction Partners worth $176K as of Q1 2026.
  • Caldwell Trust left its Construction Partners share count unchanged in Q1 2026.
  • Construction Partners made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #346 holding.
  • Caldwell Trust first reported a position in Construction Partners in Q4 2022 and has held it in 14 quarters since.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.