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SFMG Wealth Advisors’s Construction Partners ROAD Stock Holding History

SFMG Wealth 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
2026
Q1 		– Sell
-1,850
Closed -$201K – 337
2025
Q4 		$201K Hold
1,850
– – 0.01% 286
2025
Q3 		$235K Buy
+1,850
New +$211K 0.02% 262

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFMG Wealth Advisors's ROAD Position: Q1 2026 in Review

SFMG Wealth Advisors sold out of Construction Partners (ROAD) in Q1 2026, closing a stake of 1,850 shares — an estimated $201K sold.

SFMG Wealth Advisors first reported a position in ROAD in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q3 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • SFMG Wealth Advisors reported no remaining Construction Partners position as of Q1 2026 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,850 Construction Partners shares in Q1 2026, an estimated $201K.
  • SFMG Wealth Advisors first reported a position in Construction Partners in Q3 2025 and held it in 2 quarters.
  • SFMG Wealth Advisors's Construction Partners position peaked at $235K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.