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Oak Ridge Investments’s Construction Partners ROAD Stock Holding History

Oak Ridge Investments’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 		$5.97M Buy
50,242
+1,016
+2% +$121K 0.34% 52
2026
Q1 		$5.47M Buy
49,226
+545
+1% +$65.3K 0.36% 44
2025
Q4 		$5.28M Sell
48,681
-1,089
-2% -$123K 0.32% 51
2025
Q3 		$6.32M Sell
49,770
-888
-2% -$101K 0.41% 47
2025
Q2 		$5.38M Sell
50,658
-2,184
-4% -$204K 0.39% 48
2025
Q1 		$3.8M Sell
52,842
-14,135
-21% -$1.11M 0.32% 55
2024
Q4 		$5.92M Sell
66,977
-1,879
-3% -$163K 0.46% 41
2024
Q3 		$4.81M Sell
68,856
-21,550
-24% -$1.33M 0.42% 52
2024
Q2 		$4.99M Sell
90,406
-32,396
-26% -$1.79M 0.48% 44
2024
Q1 		$6.9M Sell
122,802
-5,297
-4% -$250K 0.7% 34
2023
Q4 		$5.57M Sell
128,099
-8,551
-6% -$350K 0.64% 41
2023
Q3 		$5M Sell
136,650
-4,089
-3% -$135K 0.64% 43
2023
Q2 		$4.42M Sell
140,739
-3,798
-3% -$109K 0.54% 59
2023
Q1 		$3.89M Buy
144,537
+26,246
+22% +$715K 0.53% 67
2022
Q4 		$3.16M Sell
118,291
-3,171
-3% -$90.9K 0.47% 75
2022
Q3 		$3.19M Buy
121,462
+231
+0.2% +$6.06K 0.48% 72
2022
Q2 		$2.54M Sell
121,231
-6,693
-5% -$158K 0.37% 85
2022
Q1 		$3.35M Sell
127,924
-65,550
-34% -$1.73M 0.37% 82
2021
Q4 		$5.69M Sell
193,474
-3,637
-2% -$127K 0.48% 72
2021
Q3 		$6.58M Sell
197,111
-4,464
-2% -$147K 0.58% 65
2021
Q2 		$6.33M Sell
201,575
-2,916
-1% -$91.6K 0.55% 66
2021
Q1 		$6.11M Buy
204,491
+70,960
+53% +$2.14M 0.57% 69
2020
Q4 		$3.89M Sell
133,531
-26,085
-16% -$624K 0.34% 101
2020
Q3 		$2.9M Sell
159,616
-17,094
-10% -$306K 0.23% 112
2020
Q2 		$3.14M Buy
+176,710
New +$3.01M 0.26% 106

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 $3.38T AUM 44.17% 1-Year Est. Return

Oak Ridge Investments's ROAD Position: Q2 2026 in Review

Oak Ridge Investments increased its Construction Partners (ROAD) stake by 2.1% in Q2 2026, buying an estimated $121K and bringing the position to 50,242 shares worth $5.97M. The position accounts for 0.34% of the portfolio, ranked #52.

Oak Ridge Investments first reported a position in ROAD in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.9M in Q1 2024. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Oak Ridge Investments held 50,242 shares of Construction Partners worth $5.97M as of Q2 2026.
  • Oak Ridge Investments bought 1,016 Construction Partners shares in Q2 2026, an estimated $121K.
  • Construction Partners made up 0.34% of Oak Ridge Investments's portfolio in Q2 2026, its #52 holding.
  • Oak Ridge Investments first reported a position in Construction Partners in Q2 2020 and has held it in 25 quarters since.
  • Oak Ridge Investments's Construction Partners position peaked at $6.9M in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.