Global Retirement Partners’s Construction Partners ROAD Stock Holding History

Global Retirement 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	$344K	Buy	3,816 +21	+0.6%	+$2.19K	﹤0.01%	1288
2026 Q2	$451K	Buy	+3,795	New	+$450K	0.01%	1084
2025 Q4	$419K	Buy	3,863 +3,785	+4,853%	+$426K	0.01%	1050
2025 Q3	$9.9K	Hold	78	–	–	﹤0.01%	2707
2025 Q2	$8.29K	Buy	+78	New	+$7.29K	﹤0.01%	2697
2024 Q4	$20K	Buy	226 +143	+172%	+$12.4K	﹤0.01%	2084
2024 Q3	$5.79K	Sell	83 -142	-63%	-$8.75K	﹤0.01%	2506
2024 Q2	$12.4K	Buy	225 +184	+449%	+$10.2K	﹤0.01%	2220
2024 Q1	$2.3K	Hold	41	–	–	﹤0.01%	2696
2023 Q4	$1.7K	Hold	41	–	–	﹤0.01%	2734
2023 Q3	$1.58K	Buy	+41	New	+$1.35K	﹤0.01%	2620

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Global Retirement Partners's ROAD Position: Q3 2026 in Review

Global Retirement Partners increased its Construction Partners (ROAD) stake by 0.55% in Q3 2026, buying an estimated $2.19K and bringing the position to 3,816 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Global Retirement Partners first reported a position in ROAD in Q3 2023 and has held it in 11 quarters since. The position peaked at $451K in Q2 2026. 232 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

Global Retirement Partners held 3,816 shares of Construction Partners worth $344K as of Q3 2026.
Global Retirement Partners bought 21 Construction Partners shares in Q3 2026, an estimated $2.19K.
Construction Partners made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1288 holding.
Global Retirement Partners first reported a position in Construction Partners in Q3 2023 and has held it in 11 quarters since.
Global Retirement Partners's Construction Partners position peaked at $451K in Q2 2026.
232 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.