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Rise Advisors’s Construction Partners ROAD Stock Holding History

Rise 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
2025
Q4 		– Sell
-120
Closed -$15.2K – 1157
2025
Q3 		$15.2K Hold
120
– – 0.01% 743
2025
Q2 		$12.8K Sell
120
-14
-10% -$1.31K 0.01% 845
2025
Q1 		$9.63K Buy
+134
New +$10.6K ﹤0.01% 995

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rise Advisors's ROAD Position: Q4 2025 in Review

Rise Advisors sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 120 shares — an estimated $15.2K sold.

Rise Advisors first reported a position in ROAD in Q1 2025 and held it in 3 quarters. The position peaked at $15.2K in Q3 2025. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

  • Rise Advisors reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 120 Construction Partners shares in Q4 2025, an estimated $15.2K.
  • Rise Advisors first reported a position in Construction Partners in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Construction Partners position peaked at $15.2K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.