Envestnet Portfolio Solutions’s Construction Partners ROAD Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q4	–	Sell	-2,600	Closed	-$330K	–	1543
2025 Q3	$330K	Sell	2,600 -662	-20%	-$75.6K	﹤0.01%	1198
2025 Q2	$347K	Sell	3,262 -306	-9%	-$28.6K	﹤0.01%	1275
2025 Q1	$256K	Sell	3,568 -1,986	-36%	-$157K	﹤0.01%	1364
2024 Q4	$491K	Sell	5,554 -884	-14%	-$76.9K	﹤0.01%	1251
2024 Q3	$449K	Buy	6,438 +795	+14%	+$49K	﹤0.01%	1257
2024 Q2	$312K	Sell	5,643 -1,380	-20%	-$76.4K	﹤0.01%	1360
2024 Q1	$394K	Buy	7,023 +292	+4%	+$13.8K	﹤0.01%	1212
2023 Q4	$293K	Sell	6,731 -376	-5%	-$15.4K	﹤0.01%	1306
2023 Q3	$260K	Buy	+7,107	New	+$234K	﹤0.01%	1301

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Portfolio Solutions's ROAD Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 2,600 shares — an estimated $330K sold.

Envestnet Portfolio Solutions first reported a position in ROAD in Q3 2023 and held it in 9 quarters. The position peaked at $491K in Q4 2024. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,600 Construction Partners shares in Q4 2025, an estimated $330K.
Envestnet Portfolio Solutions first reported a position in Construction Partners in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Construction Partners position peaked at $491K in Q4 2024.
332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.