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Nicolet Advisory Services’s Construction Partners ROAD Stock Holding History

Nicolet Advisory Services’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 		$698K Buy
5,962
+3,929
+193% +$442K 0.05% 189
2025
Q3 		$248K Sell
2,033
-373
-16% -$42.6K 0.02% 350
2025
Q2 		$228K Sell
2,406
-629
-21% -$58.8K 0.02% 367
2025
Q1 		$237K Buy
3,035
+288
+10% +$22.7K 0.02% 330
2024
Q4 		$239K Sell
2,747
-344
-11% -$29.9K 0.02% 337
2024
Q3 		$208K Buy
+3,091
New +$190K 0.02% 352

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 $4.6B AUM 16.08% 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

Nicolet Advisory Services's ROAD Position: Q4 2025 in Review

Nicolet Advisory Services increased its Construction Partners (ROAD) stake by 193% in Q4 2025, buying an estimated $442K and bringing the position to 5,962 shares worth $698K. The position accounts for 0.05% of the portfolio, ranked #189.

Nicolet Advisory Services first reported a position in ROAD in Q3 2024 and has held it in 6 quarters since. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

  • Nicolet Advisory Services held 5,962 shares of Construction Partners worth $698K as of Q4 2025.
  • Nicolet Advisory Services bought 3,929 Construction Partners shares in Q4 2025, an estimated $442K.
  • Construction Partners made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #189 holding.
  • Nicolet Advisory Services first reported a position in Construction Partners in Q3 2024 and has held it in 6 quarters since.
  • 332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.