Essential Partners’s Construction Partners ROAD Stock Holding History

Essential Partners’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 Q3	$630	Hold	7	–	–	﹤0.01%	2326
2026 Q2	$831	Hold	7	–	–	﹤0.01%	2325
2026 Q1	$778	Hold	7	–	–	﹤0.01%	2316
2025 Q4	$760	Sell	7 -2	-22%	-$225	﹤0.01%	2115
2025 Q3	$1.14K	Buy	9 +2	+29%	+$228	﹤0.01%	1981
2025 Q2	$744	Buy	+7	New	+$654	﹤0.01%	1584

Other funds holding ROAD

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

ACM

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 31.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Essential Partners's ROAD Position: Q3 2026 in Review

Essential Partners held its Construction Partners (ROAD) position steady in Q3 2026 at 7 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Essential Partners first reported a position in ROAD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14K in Q3 2025. 33 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

Essential Partners held 7 shares of Construction Partners worth $630 as of Q3 2026.
Essential Partners left its Construction Partners share count unchanged in Q3 2026.
Construction Partners made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2326 holding.
Essential Partners first reported a position in Construction Partners in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Construction Partners position peaked at $1.14K in Q3 2025.
33 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.