Sheets Smith Wealth Management’s Construction Partners ROAD Stock Holding History

Sheets Smith Wealth Management’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	$746K	Hold	6,280	–	–	0.07%	243
2026 Q1	$698K	Sell	6,280 -17	-0.3%	-$2.04K	0.08%	239
2025 Q4	$684K	Sell	6,297 -3	-0%	-$338	0.08%	234
2025 Q3	$800K	Hold	6,300	–	–	0.09%	210
2025 Q2	$670K	Buy	+6,300	New	+$589K	0.08%	236
2025 Q1	–	Sell	-7,141	Closed	-$632K	–	382
2024 Q4	$632K	Buy	+7,141	New	+$621K	0.08%	221

Other funds holding ROAD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return