LPL Financial
ROAD icon

LPL Financial’s Construction Partners ROAD Stock Holding History

LPL Financial’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 		$4.12M Sell
34,707
-15,175
-30% -$1.8M ﹤0.01% 2973
2026
Q1 		$5.54M Buy
49,882
+14,140
+40% +$1.69M ﹤0.01% 2528
2025
Q4 		$3.88M Sell
35,742
-6,112
-15% -$688K ﹤0.01% 2771
2025
Q3 		$5.32M Sell
41,854
-2,700
-6% -$308K ﹤0.01% 2409
2025
Q2 		$4.74M Sell
44,554
-817
-2% -$76.3K ﹤0.01% 2352
2025
Q1 		$3.26M Buy
45,371
+6,365
+16% +$502K ﹤0.01% 2497
2024
Q4 		$3.45M Buy
39,006
+11,625
+42% +$1.01M ﹤0.01% 2388
2024
Q3 		$1.91M Buy
27,381
+964
+4% +$59.4K ﹤0.01% 2777
2024
Q2 		$1.46M Sell
26,417
-8,530
-24% -$472K ﹤0.01% 2901
2024
Q1 		$1.96M Buy
34,947
+6,846
+24% +$324K ﹤0.01% 2547
2023
Q4 		$1.22M Buy
28,101
+11,457
+69% +$470K ﹤0.01% 2879
2023
Q3 		$609K Buy
16,644
+6,537
+65% +$216K ﹤0.01% 3315
2023
Q2 		$317K Buy
+10,107
New +$289K ﹤0.01% 3802
2021
Q4 		– Sell
-6,277
Closed -$209K – 4444
2021
Q3 		$209K Buy
+6,277
New +$206K ﹤0.01% 3950

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

LPL Financial's ROAD Position: Q2 2026 in Review

LPL Financial reduced its Construction Partners (ROAD) stake by 30% in Q2 2026, selling an estimated $1.8M and leaving 34,707 shares worth $4.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2973.

LPL Financial first reported a position in ROAD in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.54M in Q1 2026. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • LPL Financial held 34,707 shares of Construction Partners worth $4.12M as of Q2 2026.
  • LPL Financial sold 15,175 Construction Partners shares in Q2 2026, an estimated $1.8M.
  • Construction Partners made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2973 holding.
  • LPL Financial first reported a position in Construction Partners in Q3 2021 and has held it in 14 quarters since.
  • LPL Financial's Construction Partners position peaked at $5.54M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.