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NewEdge Wealth’s Construction Partners ROAD Stock Holding History

NewEdge Wealth’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 		$277K Buy
+2,335
New +$277K ﹤0.01% 1066
2026
Q1 		– Sell
-1,967
Closed -$214K – 1263
2025
Q4 		$214K Buy
+1,967
New +$221K ﹤0.01% 1128

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

NewEdge Wealth's ROAD Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Construction Partners (ROAD) in Q2 2026: 2,335 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in ROAD as recently as Q4 2025.

NewEdge Wealth first reported a position in ROAD in Q4 2025 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • NewEdge Wealth held 2,335 shares of Construction Partners worth $277K as of Q2 2026.
  • Construction Partners was a new NewEdge Wealth position in Q2 2026.
  • Construction Partners made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1066 holding.
  • NewEdge Wealth first reported a position in Construction Partners in Q4 2025 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.