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
Q2 		$352K Sell
2,964
-10
-0.3% -$1.19K 0.13% 235
2026
Q1 		$330K Buy
+2,974
New +$356K 0.16% 240

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

Optimize Financial's ROAD Position: Q2 2026 in Review

Optimize Financial reduced its Construction Partners (ROAD) stake by 0.34% in Q2 2026, selling an estimated $1.19K and leaving 2,964 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #235.

Optimize Financial first reported a position in ROAD in Q1 2026 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Optimize Financial held 2,964 shares of Construction Partners worth $352K as of Q2 2026.
  • Optimize Financial sold 10 Construction Partners shares in Q2 2026, an estimated $1.19K.
  • Construction Partners made up 0.13% of Optimize Financial's portfolio in Q2 2026, its #235 holding.
  • Optimize Financial first reported a position in Construction Partners in Q1 2026 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.