Carson Wealth (CWM LLC)
ROAD icon

Carson Wealth (CWM LLC)’s Construction Partners ROAD Stock Holding History

Carson Wealth (CWM 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
Q1 		$78.8K Buy
709
+94
+15% +$11.3K ﹤0.01% 3462
2025
Q4 		$67K Sell
615
-544
-47% -$61.2K ﹤0.01% 3388
2025
Q3 		$147K Buy
1,159
+912
+369% +$104K ﹤0.01% 2687
2025
Q2 		$26K Buy
247
+46
+23% +$4.3K ﹤0.01% 3750
2025
Q1 		$14K Buy
201
+59
+42% +$4.65K ﹤0.01% 3925
2024
Q4 		$13K Buy
142
+46
+48% +$4K ﹤0.01% 3726
2024
Q3 		$7K Buy
96
+42
+78% +$2.59K ﹤0.01% 3966
2024
Q2 		$3K Buy
54
+40
+286% +$2.21K ﹤0.01% 4119
2024
Q1 		$1K Hold
14
– – ﹤0.01% 4204
2023
Q4 		$1K Hold
14
– – ﹤0.01% 4031
2023
Q3 		$1K Sell
14
-158
-92% -$5.21K ﹤0.01% 4065
2023
Q2 		$5K Hold
172
– – ﹤0.01% 3460
2023
Q1 		$5K Sell
172
-335
-66% -$9.12K ﹤0.01% 3318
2022
Q4 		$14K Buy
507
+470
+1,270% +$13.5K ﹤0.01% 2617
2022
Q3 		$1K Sell
37
-154
-81% -$4.04K ﹤0.01% 3743
2022
Q2 		$4K Buy
191
+154
+416% +$3.64K ﹤0.01% 3125
2022
Q1 		$1K Hold
37
– – ﹤0.01% 3401
2021
Q4 		$1K Buy
+37
New +$1.29K ﹤0.01% 3366

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ROAD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Construction Partners (ROAD) stake by 15% in Q1 2026, buying an estimated $11.3K and bringing the position to 709 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

Carson Wealth (CWM LLC) first reported a position in ROAD in Q4 2021 and has held it in 18 quarters since. The position peaked at $147K in Q3 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 709 shares of Construction Partners worth $78.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 94 Construction Partners shares in Q1 2026, an estimated $11.3K.
  • Construction Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3462 holding.
  • Carson Wealth (CWM LLC) first reported a position in Construction Partners in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Construction Partners position peaked at $147K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.