EverSource Wealth Advisors’s Construction Partners ROAD Stock Holding History

EverSource Wealth Advisors’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	$7.96K	Buy	67 +24	+56%	+$2.85K	﹤0.01%	3042
2026 Q1	$4.78K	Buy	43 +4	+10%	+$479	﹤0.01%	3288
2025 Q4	$4.23K	Buy	39 +4	+11%	+$450	﹤0.01%	3192
2025 Q3	$4.45K	Hold	35	–	–	﹤0.01%	3207
2025 Q2	$3.72K	Buy	35 +14	+67%	+$1.31K	﹤0.01%	3281
2025 Q1	$1.51K	Buy	21 +9	+75%	+$709	﹤0.01%	3063
2024 Q4	$1.06K	Buy	+12	New	+$1.04K	﹤0.01%	2944
2024 Q1	–	Sell	-150	Closed	-$6.53K	–	2978
2023 Q4	$6.53K	Buy	+150	New	+$6.15K	﹤0.01%	1749
2022 Q3	–	Sell	-104	Closed	-$2K	–	2106
2022 Q2	$2K	Hold	104	–	–	﹤0.01%	1554
2022 Q1	$3K	Buy	+104	New	+$2.74K	﹤0.01%	1445

Other funds holding ROAD

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

ITFISA

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

EverSource Wealth Advisors's ROAD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Construction Partners (ROAD) stake by 56% in Q2 2026, buying an estimated $2.85K and bringing the position to 67 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

EverSource Wealth Advisors first reported a position in ROAD in Q1 2022 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

EverSource Wealth Advisors held 67 shares of Construction Partners worth $7.96K as of Q2 2026.
EverSource Wealth Advisors bought 24 Construction Partners shares in Q2 2026, an estimated $2.85K.
Construction Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3042 holding.
EverSource Wealth Advisors first reported a position in Construction Partners in Q1 2022 and has held it in 10 quarters since.
81 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.