Rothschild Investment LLC’s Construction Partners ROAD Stock Holding History

Rothschild Investment LLC’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	$11.2K	Buy	94 +12	+15%	+$1.42K	﹤0.01%	1819
2026 Q1	$9.11K	Sell	82 -1	-1%	-$120	﹤0.01%	1732
2025 Q4	$9.01K	Buy	83 +3	+4%	+$338	﹤0.01%	1611
2025 Q3	$10.2K	Sell	80 -20	-20%	-$2.28K	﹤0.01%	1442
2025 Q2	$10.6K	Buy	100 +20	+25%	+$1.87K	﹤0.01%	1202
2025 Q1	$5.75K	Buy	80 +25	+45%	+$1.97K	﹤0.01%	1372
2024 Q4	$4.87K	Buy	55 +5	+10%	+$435	﹤0.01%	1353
2024 Q3	$3.49K	Buy	50 +40	+400%	+$2.46K	﹤0.01%	1435
2024 Q2	$552	Buy	10 +5	+100%	+$277	﹤0.01%	1948
2024 Q1	$281	Buy	+5	New	+$236	﹤0.01%	1590

Other funds holding ROAD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Rothschild Investment LLC's ROAD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Construction Partners (ROAD) stake by 15% in Q2 2026, buying an estimated $1.42K and bringing the position to 94 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Rothschild Investment LLC first reported a position in ROAD in Q1 2024 and has held it in 10 quarters since. 325 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Rothschild Investment LLC held 94 shares of Construction Partners worth $11.2K as of Q2 2026.
Rothschild Investment LLC bought 12 Construction Partners shares in Q2 2026, an estimated $1.42K.
Construction Partners made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1819 holding.
Rothschild Investment LLC first reported a position in Construction Partners in Q1 2024 and has held it in 10 quarters since.
325 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.