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Orion Portfolio Solutions’s Construction Partners ROAD Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-2,293
Closed -$203K – 1966
2024
Q4 		$203K Sell
2,293
-1,985
-46% -$173K ﹤0.01% 1749
2024
Q3 		$299K Sell
4,278
-1,091
-20% -$67.2K ﹤0.01% 1521
2024
Q2 		$296K Sell
5,369
-343
-6% -$19K ﹤0.01% 1465
2024
Q1 		$321K Buy
+5,712
New +$270K ﹤0.01% 1434
2020
Q1 		– Sell
-81
Closed -$1K – 2242
2019
Q4 		$1K Buy
+81
New +$1.42K ﹤0.01% 1719

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Orion Portfolio Solutions's ROAD Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 2,293 shares — an estimated $203K sold.

Orion Portfolio Solutions first reported a position in ROAD in Q4 2019 and held it in 5 quarters. The position peaked at $321K in Q1 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,293 Construction Partners shares in Q1 2025, an estimated $203K.
  • Orion Portfolio Solutions first reported a position in Construction Partners in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Construction Partners position peaked at $321K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.