Corient Private Wealth
ROAD icon

Corient Private Wealth’s Construction Partners ROAD Stock Holding History

Corient Private Wealth’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 		$3.99M Buy
33,590
+13,770
+69% +$1.63M 0.01% 995
2026
Q1 		$2.2M Sell
19,820
-16,079
-45% -$1.93M ﹤0.01% 1214
2025
Q4 		$3.9M Sell
35,899
-7,140
-17% -$804K 0.01% 855
2025
Q3 		$3.31M Buy
43,039
+16,508
+62% +$1.88M 0.01% 859
2025
Q2 		$2.82M Sell
26,531
-885
-3% -$82.7K ﹤0.01% 894
2025
Q1 		$1.97M Sell
27,416
-105
-0.4% -$8.27K ﹤0.01% 989
2024
Q4 		$2.43M Sell
27,521
-200
-0.7% -$17.4K ﹤0.01% 920
2024
Q3 		$1.93M Sell
27,721
-244
-0.9% -$15K ﹤0.01% 1112
2024
Q2 		$1.54M Sell
27,965
-9,252
-25% -$512K ﹤0.01% 1148
2024
Q1 		$2.09M Sell
37,217
-290
-0.8% -$13.7K ﹤0.01% 999
2023
Q4 		$1.63M Sell
37,507
-103
-0.3% -$4.22K ﹤0.01% 1099
2023
Q3 		$1.38M Buy
+37,610
New +$1.24M ﹤0.01% 1069

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

Corient Private Wealth's ROAD Position: Q2 2026 in Review

Corient Private Wealth increased its Construction Partners (ROAD) stake by 69% in Q2 2026, buying an estimated $1.63M and bringing the position to 33,590 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #995.

Corient Private Wealth first reported a position in ROAD in Q3 2023 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Corient Private Wealth held 33,590 shares of Construction Partners worth $3.99M as of Q2 2026.
  • Corient Private Wealth bought 13,770 Construction Partners shares in Q2 2026, an estimated $1.63M.
  • Construction Partners made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #995 holding.
  • Corient Private Wealth first reported a position in Construction Partners in Q3 2023 and has held it in 12 quarters since.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.