Integrated Wealth Concepts’s Construction Partners ROAD Stock Holding History

Integrated Wealth Concepts’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	$89.6K	Buy	+754	New	+$89.5K	﹤0.01%	2903

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's ROAD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Construction Partners (ROAD) in Q2 2026: 754 shares worth $89.6K. The stake represents ﹤0.01% of the portfolio and ranks #2903 among its holdings.

362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Integrated Wealth Concepts held 754 shares of Construction Partners worth $89.6K as of Q2 2026.
Construction Partners was a new Integrated Wealth Concepts position in Q2 2026.
Construction Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2903 holding.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.