MAS
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MPWM Advisory Solutions’s Construction Partners ROAD Stock Holding History

MPWM Advisory Solutions’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 		$9.38K Hold
79
– – ﹤0.01% 363
2026
Q1 		$8.78K Hold
79
– – ﹤0.01% 358
2025
Q4 		$8.57K Hold
79
– – ﹤0.01% 338
2025
Q3 		$10K Hold
79
– – 0.01% 294
2025
Q2 		$8.4K Hold
79
– – 0.01% 317
2025
Q1 		$5.68K Hold
79
– – ﹤0.01% 351
2024
Q4 		$6.99K Buy
+79
New +$6.87K 0.01% 342

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

MPWM Advisory Solutions's ROAD Position: Q2 2026 in Review

MPWM Advisory Solutions held its Construction Partners (ROAD) position steady in Q2 2026 at 79 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

MPWM Advisory Solutions first reported a position in ROAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $10K in Q3 2025. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • MPWM Advisory Solutions held 79 shares of Construction Partners worth $9.38K as of Q2 2026.
  • MPWM Advisory Solutions left its Construction Partners share count unchanged in Q2 2026.
  • Construction Partners made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #363 holding.
  • MPWM Advisory Solutions first reported a position in Construction Partners in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Construction Partners position peaked at $10K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.