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Medallion Wealth Advisors’s Construction Partners ROAD Stock Holding History

Medallion Wealth Advisors’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 		$28.3K Hold
238
– – 0.01% 576
2026
Q1 		$26.4K Hold
238
– – 0.01% 598
2025
Q4 		$25.8K Hold
238
– – 0.01% 589
2025
Q3 		$30.2K Hold
238
– – 0.01% 562
2025
Q2 		$25.3K Buy
+238
New +$22.2K 0.01% 576

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

Medallion Wealth Advisors's ROAD Position: Q2 2026 in Review

Medallion Wealth Advisors held its Construction Partners (ROAD) position steady in Q2 2026 at 238 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #576.

Medallion Wealth Advisors first reported a position in ROAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.2K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Medallion Wealth Advisors held 238 shares of Construction Partners worth $28.3K as of Q2 2026.
  • Medallion Wealth Advisors left its Construction Partners share count unchanged in Q2 2026.
  • Construction Partners made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #576 holding.
  • Medallion Wealth Advisors first reported a position in Construction Partners in Q2 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Construction Partners position peaked at $30.2K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.