MWA
ROAD icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Medallion Wealth Advisors's ROAD Position: Q1 2026 in Review

Medallion Wealth Advisors held its Construction Partners (ROAD) position steady in Q1 2026 at 238 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #598.

Medallion Wealth Advisors first reported a position in ROAD in Q2 2025 and has held it in 4 quarters since. The position peaked at $30.2K in Q3 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Medallion Wealth Advisors held 238 shares of Construction Partners worth $26.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Construction Partners share count unchanged in Q1 2026.
  • Construction Partners made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #598 holding.
  • Medallion Wealth Advisors first reported a position in Construction Partners in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Construction Partners position peaked at $30.2K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.