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Lloyd Advisory Services’s Construction Partners ROAD Stock Holding History

Lloyd Advisory Services’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 		– Sell
-3,522
Closed -$391K – 930
2026
Q1 		$391K Buy
+3,522
New +$422K 0.11% 86

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Vanguard Portfolio Management
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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 $3.37T AUM 44.26% 1-Year Est. Return

Lloyd Advisory Services's ROAD Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Construction Partners (ROAD) in Q2 2026, closing a stake of 3,522 shares — an estimated $391K sold.

Lloyd Advisory Services first reported a position in ROAD in Q1 2026 and held it in 1 quarter. The position peaked at $391K in Q1 2026. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Construction Partners position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,522 Construction Partners shares in Q2 2026, an estimated $391K.
  • Lloyd Advisory Services first reported a position in Construction Partners in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Construction Partners position peaked at $391K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.