Polen Capital Management’s Construction Partners ROAD Stock Holding History

Polen Capital Management’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	$2.65M	Sell	22,291 -4,038	-15%	-$479K	0.02%	108
2026 Q1	$2.93M	Buy	26,329 +15,714	+148%	+$1.88M	0.02%	76
2025 Q4	$1.15M	Sell	10,615 -258	-2%	-$29K	﹤0.01%	126
2025 Q3	$1.38M	Sell	10,873 -1,710	-14%	-$195K	﹤0.01%	118
2025 Q2	$1.34M	Sell	12,583 -22,212	-64%	-$2.08M	﹤0.01%	119
2025 Q1	$2.5M	Buy	34,795 +2,786	+9%	+$220K	0.01%	81
2024 Q4	$2.83M	Sell	32,009 -3,085	-9%	-$268K	0.01%	81
2024 Q3	$2.45M	Buy	35,094 +9,520	+37%	+$587K	0.01%	80
2024 Q2	$1.41M	Buy	+25,574	New	+$1.42M	﹤0.01%	94

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management's ROAD Position: Q2 2026 in Review

Polen Capital Management reduced its Construction Partners (ROAD) stake by 15% in Q2 2026, selling an estimated $479K and leaving 22,291 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #108.

Polen Capital Management first reported a position in ROAD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.93M in Q1 2026. 361 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Polen Capital Management held 22,291 shares of Construction Partners worth $2.65M as of Q2 2026.
Polen Capital Management sold 4,038 Construction Partners shares in Q2 2026, an estimated $479K.
Construction Partners made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #108 holding.
Polen Capital Management first reported a position in Construction Partners in Q2 2024 and has held it in 9 quarters since.
Polen Capital Management's Construction Partners position peaked at $2.93M in Q1 2026.
361 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.