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Clearstead Advisors’s Construction Partners ROAD Stock Holding History

Clearstead 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
Q3 		– Sell
-235
Closed -$25K – 3219
2025
Q2 		$25K Sell
235
-130
-36% -$12.1K ﹤0.01% 1533
2025
Q1 		$26.2K Buy
365
+154
+73% +$12.1K ﹤0.01% 1345
2024
Q4 		$18.7K Buy
211
+160
+314% +$13.9K ﹤0.01% 1408
2024
Q3 		$3.56K Hold
51
– – ﹤0.01% 1764
2024
Q2 		$2.82K Hold
51
– – ﹤0.01% 1777
2024
Q1 		$2.8K Buy
+51
New +$2.41K ﹤0.01% 1267

Other funds holding ROAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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 $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Clearstead Advisors's ROAD Position: Q3 2025 in Review

Clearstead Advisors sold out of Construction Partners (ROAD) in Q3 2025, closing a stake of 235 shares — an estimated $25K sold.

Clearstead Advisors first reported a position in ROAD in Q1 2024 and held it in 6 quarters. The position peaked at $26.2K in Q1 2025. 338 funds tracked by Wall St. Rank hold ROAD as of Q3 2025.

  • Clearstead Advisors reported no remaining Construction Partners position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 235 Construction Partners shares in Q3 2025, an estimated $25K.
  • Clearstead Advisors first reported a position in Construction Partners in Q1 2024 and held it in 6 quarters.
  • Clearstead Advisors's Construction Partners position peaked at $26.2K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Construction Partners as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.