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 Q1	$2.2M	Sell	19,820 -51,978	-72%	-$6.23M	﹤0.01%	1214
2025 Q4	$7.79M	Buy	71,798 +28,759	+67%	+$3.24M	0.01%	864
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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's ROAD Position: Q1 2026 in Review

Corient Private Wealth reduced its Construction Partners (ROAD) stake by 72% in Q1 2026, selling an estimated $6.23M and leaving 19,820 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Corient Private Wealth first reported a position in ROAD in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.79M in Q4 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

Corient Private Wealth held 19,820 shares of Construction Partners worth $2.2M as of Q1 2026.
Corient Private Wealth sold 51,978 Construction Partners shares in Q1 2026, an estimated $6.23M.
Construction Partners made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1214 holding.
Corient Private Wealth first reported a position in Construction Partners in Q3 2023 and has held it in 11 quarters since.
Corient Private Wealth's Construction Partners position peaked at $7.79M in Q4 2025.
343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.