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Great Valley Advisor Group’s Construction Partners ROAD Stock Holding History

Great Valley Advisor Group’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 		$238K Hold
2,000
– – ﹤0.01% 925
2026
Q1 		$222K Hold
2,000
– – ﹤0.01% 921
2025
Q4 		$217K Hold
2,000
– – ﹤0.01% 874
2025
Q3 		$254K Hold
2,000
– – 0.01% 817
2025
Q2 		$213K Buy
+2,000
New +$187K ﹤0.01% 848

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 $3.38T AUM 44.17% 1-Year Est. Return

Great Valley Advisor Group's ROAD Position: Q2 2026 in Review

Great Valley Advisor Group held its Construction Partners (ROAD) position steady in Q2 2026 at 2,000 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Great Valley Advisor Group first reported a position in ROAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $254K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Great Valley Advisor Group held 2,000 shares of Construction Partners worth $238K as of Q2 2026.
  • Great Valley Advisor Group left its Construction Partners share count unchanged in Q2 2026.
  • Construction Partners made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #925 holding.
  • Great Valley Advisor Group first reported a position in Construction Partners in Q2 2025 and has held it in 5 quarters since.
  • Great Valley Advisor Group's Construction Partners position peaked at $254K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.