Prestige Wealth Management Group’s Construction Partners ROAD Stock Holding History

Prestige Wealth Management Group’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	$23.8K	Buy	+200	New	+$23.7K	﹤0.01%	334
2022 Q4	–	Sell	-500	Closed	-$13K	–	1182
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	381
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	441
2022 Q1	$13K	Hold	500	–	–	﹤0.01%	416
2021 Q4	$15K	Hold	500	–	–	﹤0.01%	424
2021 Q3	$17K	Hold	500	–	–	﹤0.01%	397
2021 Q2	$16K	Hold	500	–	–	﹤0.01%	391
2021 Q1	$15K	Hold	500	–	–	﹤0.01%	398
2020 Q4	$15K	Hold	500	–	–	﹤0.01%	394
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	457
2020 Q2	$9K	Hold	500	–	–	﹤0.01%	442
2020 Q1	$8K	Buy	+500	New	+$8.31K	﹤0.01%	422

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

Prestige Wealth Management Group's ROAD Position: Q2 2026 in Review

Prestige Wealth Management Group opened a new position in Construction Partners (ROAD) in Q2 2026: 200 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Prestige Wealth Management Group previously reported a position in ROAD as recently as Q3 2022.

Prestige Wealth Management Group first reported a position in ROAD in Q1 2020 and has held it in 12 quarters since. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Prestige Wealth Management Group held 200 shares of Construction Partners worth $23.8K as of Q2 2026.
Construction Partners was a new Prestige Wealth Management Group position in Q2 2026.
Construction Partners made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #334 holding.
Prestige Wealth Management Group first reported a position in Construction Partners in Q1 2020 and has held it in 12 quarters since.
363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.