Creative Planning
ROAD icon

Creative Planning’s Construction Partners ROAD Stock Holding History

Creative Planning’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 		$3.68M Sell
30,972
-1,517
-5% -$180K ﹤0.01% 1630
2026
Q1 		$3.61M Buy
32,489
+7,258
+29% +$870K ﹤0.01% 1423
2025
Q4 		$2.74M Sell
25,231
-1,835
-7% -$207K ﹤0.01% 1452
2025
Q3 		$3.44M Buy
27,066
+4,175
+18% +$477K ﹤0.01% 1112
2025
Q2 		$2.43M Buy
22,891
+6,091
+36% +$569K ﹤0.01% 1182
2025
Q1 		$1.21M Buy
16,800
+6,579
+64% +$518K ﹤0.01% 1561
2024
Q4 		$904K Buy
10,221
+3,161
+45% +$275K ﹤0.01% 1721
2024
Q3 		$493K Buy
7,060
+1,311
+23% +$80.8K ﹤0.01% 2123
2024
Q2 		$317K Sell
5,749
-1,817
-24% -$101K ﹤0.01% 2298
2024
Q1 		$425K Buy
7,566
+588
+8% +$27.8K ﹤0.01% 1974
2023
Q4 		$304K Buy
6,978
+223
+3% +$9.14K ﹤0.01% 2081
2023
Q3 		$247K Buy
6,755
+94
+1% +$3.1K ﹤0.01% 2091
2023
Q2 		$209K Sell
6,661
-16,065
-71% -$460K ﹤0.01% 2183
2023
Q1 		$612K Sell
22,726
-26
-0.1% -$708 ﹤0.01% 1346
2022
Q4 		$607K Sell
22,752
-48
-0.2% -$1.38K ﹤0.01% 1320
2022
Q3 		$598K Sell
22,800
-3,451
-13% -$90.5K ﹤0.01% 1220
2022
Q2 		$550K Buy
+26,251
New +$620K ﹤0.01% 1264

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

Creative Planning's ROAD Position: Q2 2026 in Review

Creative Planning reduced its Construction Partners (ROAD) stake by 4.7% in Q2 2026, selling an estimated $180K and leaving 30,972 shares worth $3.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Creative Planning first reported a position in ROAD in Q2 2022 and has held it in 17 quarters since. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Creative Planning held 30,972 shares of Construction Partners worth $3.68M as of Q2 2026.
  • Creative Planning sold 1,517 Construction Partners shares in Q2 2026, an estimated $180K.
  • Construction Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1630 holding.
  • Creative Planning first reported a position in Construction Partners in Q2 2022 and has held it in 17 quarters since.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.