PWA
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Physician Wealth Advisors’s Construction Partners ROAD Stock Holding History

Physician Wealth Advisors’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 		$42.5K Buy
358
+4
+1% +$475 0.01% 470
2026
Q1 		$39.3K Hold
354
– – 0.01% 446
2025
Q4 		$38.4K Hold
354
– – 0.01% 435
2025
Q3 		$45K Sell
354
-5
-1% -$571 0.01% 394
2025
Q2 		$38.2K Buy
359
+16
+5% +$1.5K 0.01% 387
2025
Q1 		$24.7K Hold
343
– – ﹤0.01% 450
2024
Q4 		$30.3K Buy
+343
New +$29.8K 0.01% 424

Other funds holding ROAD

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Physician Wealth Advisors's ROAD Position: Q2 2026 in Review

Physician Wealth Advisors increased its Construction Partners (ROAD) stake by 1.1% in Q2 2026, buying an estimated $475 and bringing the position to 358 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #470.

Physician Wealth Advisors first reported a position in ROAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $45K in Q3 2025. 104 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Physician Wealth Advisors held 358 shares of Construction Partners worth $42.5K as of Q2 2026.
  • Physician Wealth Advisors bought 4 Construction Partners shares in Q2 2026, an estimated $475.
  • Construction Partners made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #470 holding.
  • Physician Wealth Advisors first reported a position in Construction Partners in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Construction Partners position peaked at $45K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.