OF
ROAD icon

Optimize Financial’s Construction Partners ROAD Stock Holding History

Optimize Financial’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
Q1 		$330K Buy
+2,974
New +$356K 0.16% 240

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimize Financial's ROAD Position: Q1 2026 in Review

Optimize Financial opened a new position in Construction Partners (ROAD) in Q1 2026: 2,974 shares worth $330K. The stake represents 0.16% of the portfolio and ranks #240 among its holdings.

343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Optimize Financial held 2,974 shares of Construction Partners worth $330K as of Q1 2026.
  • Construction Partners was a new Optimize Financial position in Q1 2026.
  • Construction Partners made up 0.16% of Optimize Financial's portfolio in Q1 2026, its #240 holding.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.