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Montag & Associates’s Construction Partners ROAD Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-191
Closed -$24.3K – 1128
2025
Q3 		$24.3K Sell
191
-395
-67% -$45.1K ﹤0.01% 674
2025
Q2 		$62.3K Buy
586
+186
+47% +$17.4K ﹤0.01% 542
2025
Q1 		$28.7K Buy
+400
New +$31.5K ﹤0.01% 682

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Montag & Associates's ROAD Position: Q4 2025 in Review

Montag & Associates sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 191 shares — an estimated $24.3K sold.

Montag & Associates first reported a position in ROAD in Q1 2025 and held it in 3 quarters. The position peaked at $62.3K in Q2 2025. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

  • Montag & Associates reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 191 Construction Partners shares in Q4 2025, an estimated $24.3K.
  • Montag & Associates first reported a position in Construction Partners in Q1 2025 and held it in 3 quarters.
  • Montag & Associates's Construction Partners position peaked at $62.3K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.