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Dakota Wealth Management’s Construction Partners ROAD Stock Holding History

Dakota Wealth Management’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 		– Sell
-2,186
Closed -$243K – 832
2026
Q1 		$243K Sell
2,186
-357
-14% -$42.8K 0.01% 701
2025
Q4 		$276K Buy
+2,543
New +$286K ﹤0.01% 673

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

Dakota Wealth Management's ROAD Position: Q2 2026 in Review

Dakota Wealth Management sold out of Construction Partners (ROAD) in Q2 2026, closing a stake of 2,186 shares — an estimated $243K sold.

Dakota Wealth Management first reported a position in ROAD in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q4 2025. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Dakota Wealth Management reported no remaining Construction Partners position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 2,186 Construction Partners shares in Q2 2026, an estimated $243K.
  • Dakota Wealth Management first reported a position in Construction Partners in Q4 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Construction Partners position peaked at $276K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.