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 Q3	$33.9K	Buy	377 +19	+5%	+$1.98K	﹤0.01%	558
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Physician Wealth Advisors's ROAD Position: Q3 2026 in Review

Physician Wealth Advisors increased its Construction Partners (ROAD) stake by 5.3% in Q3 2026, buying an estimated $1.98K and bringing the position to 377 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Physician Wealth Advisors first reported a position in ROAD in Q4 2024 and has held it in 8 quarters since. The position peaked at $45K in Q3 2025. 193 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

Physician Wealth Advisors held 377 shares of Construction Partners worth $33.9K as of Q3 2026.
Physician Wealth Advisors bought 19 Construction Partners shares in Q3 2026, an estimated $1.98K.
Construction Partners made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #558 holding.
Physician Wealth Advisors first reported a position in Construction Partners in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Construction Partners position peaked at $45K in Q3 2025.
193 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.