Simplicity Wealth’s Construction Partners ROAD Stock Holding History

Simplicity Wealth’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	$454K	Buy	3,824 +420	+12%	+$49.8K	0.02%	681
2026 Q1	$378K	Buy	3,404 +43	+1%	+$5.15K	0.02%	525
2025 Q4	$365K	Buy	3,361 +807	+32%	+$90.8K	0.02%	508
2025 Q3	$324K	Sell	2,554 -1,615	-39%	-$184K	0.02%	540
2025 Q2	$443K	Sell	4,169 -40	-1%	-$3.74K	0.02%	482
2025 Q1	$303K	Buy	4,209 +15	+0.4%	+$1.18K	0.02%	426
2024 Q4	$371K	Sell	4,194 -2,869	-41%	-$250K	0.08%	203
2024 Q3	$493K	Sell	7,063 -2,218	-24%	-$137K	0.05%	294
2024 Q2	$512K	Sell	9,281 -7,907	-46%	-$438K	0.01%	749
2024 Q1	$965K	Buy	+17,188	New	+$813K	0.02%	529

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Simplicity Wealth's ROAD Position: Q2 2026 in Review

Simplicity Wealth increased its Construction Partners (ROAD) stake by 12% in Q2 2026, buying an estimated $49.8K and bringing the position to 3,824 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #681.

Simplicity Wealth first reported a position in ROAD in Q1 2024 and has held it in 10 quarters since. The position peaked at $965K in Q1 2024. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Simplicity Wealth held 3,824 shares of Construction Partners worth $454K as of Q2 2026.
Simplicity Wealth bought 420 Construction Partners shares in Q2 2026, an estimated $49.8K.
Construction Partners made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #681 holding.
Simplicity Wealth first reported a position in Construction Partners in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Construction Partners position peaked at $965K in Q1 2024.
363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.