Principia Wealth Advisory’s Construction Partners ROAD Stock Holding History

Principia Wealth Advisory’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	$356	Buy	+3	New	+$356	﹤0.01%	942

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

Principia Wealth Advisory's ROAD Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in Construction Partners (ROAD) in Q2 2026: 3 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings.

362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Principia Wealth Advisory held 3 shares of Construction Partners worth $356 as of Q2 2026.
Construction Partners was a new Principia Wealth Advisory position in Q2 2026.
Construction Partners made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #942 holding.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.