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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
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
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's ROAD Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Construction Partners (ROAD) position steady in Q2 2026 at 6,280 shares worth $746K. The position accounts for 0.07% of the portfolio, ranked #243.

Sheets Smith Wealth Management first reported a position in ROAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $800K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Sheets Smith Wealth Management held 6,280 shares of Construction Partners worth $746K as of Q2 2026.
  • Sheets Smith Wealth Management left its Construction Partners share count unchanged in Q2 2026.
  • Construction Partners made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Sheets Smith Wealth Management first reported a position in Construction Partners in Q4 2024 and has held it in 6 quarters since.
  • Sheets Smith Wealth Management's Construction Partners position peaked at $800K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.