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Plus Group Wealth Advisors’s Construction Partners ROAD Stock Holding History

Plus Group 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 		$255K Buy
2,147
+50
+2% +$5.93K 0.24% 41
2026
Q1 		$233K Hold
2,097
– – 0.26% 37
2025
Q4 		$228K Buy
+2,097
New +$236K 0.25% 37

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

Plus Group Wealth Advisors's ROAD Position: Q2 2026 in Review

Plus Group Wealth Advisors increased its Construction Partners (ROAD) stake by 2.4% in Q2 2026, buying an estimated $5.93K and bringing the position to 2,147 shares worth $255K. The position accounts for 0.24% of the portfolio, ranked #41.

Plus Group Wealth Advisors first reported a position in ROAD in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Plus Group Wealth Advisors held 2,147 shares of Construction Partners worth $255K as of Q2 2026.
  • Plus Group Wealth Advisors bought 50 Construction Partners shares in Q2 2026, an estimated $5.93K.
  • Construction Partners made up 0.24% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Plus Group Wealth Advisors first reported a position in Construction Partners in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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