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Chase Investment Counsel’s Construction Partners ROAD Stock Holding History

Chase Investment Counsel’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 		– Sell
-1,961
Closed -$217K – 163
2026
Q1 		$217K Buy
+1,961
New +$235K 0.06% 142
2025
Q1 		– Sell
-2,542
Closed -$224K – 148
2024
Q4 		$224K Buy
+2,542
New +$221K 0.07% 132

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chase Investment Counsel's ROAD Position: Q2 2026 in Review

Chase Investment Counsel sold out of Construction Partners (ROAD) in Q2 2026, closing a stake of 1,961 shares — an estimated $217K sold.

Chase Investment Counsel first reported a position in ROAD in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Chase Investment Counsel reported no remaining Construction Partners position as of Q2 2026 after selling out during the quarter.
  • Chase Investment Counsel sold 1,961 Construction Partners shares in Q2 2026, an estimated $217K.
  • Chase Investment Counsel first reported a position in Construction Partners in Q4 2024 and held it in 2 quarters.
  • Chase Investment Counsel's Construction Partners position peaked at $224K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.