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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Creative Planning's ROAD Position: Q1 2026 in Review

Creative Planning increased its Construction Partners (ROAD) stake by 29% in Q1 2026, buying an estimated $870K and bringing the position to 32,489 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Creative Planning first reported a position in ROAD in Q2 2022 and has held it in 16 quarters since. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Creative Planning held 32,489 shares of Construction Partners worth $3.61M as of Q1 2026.
  • Creative Planning bought 7,258 Construction Partners shares in Q1 2026, an estimated $870K.
  • Construction Partners made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1423 holding.
  • Creative Planning first reported a position in Construction Partners in Q2 2022 and has held it in 16 quarters since.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.