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Steward Partners Investment Advisory’s Construction Partners ROAD Stock Holding History

Steward Partners Investment Advisory’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 		$690K Buy
5,810
+249
+4% +$29.5K ﹤0.01% 1523
2026
Q1 		$618K Buy
5,561
+1,673
+43% +$201K ﹤0.01% 1407
2025
Q4 		$422K Buy
3,888
+283
+8% +$31.9K ﹤0.01% 1523
2025
Q3 		$458K Buy
3,605
+35
+1% +$4K ﹤0.01% 1425
2025
Q2 		$379K Buy
3,570
+30
+0.8% +$2.8K ﹤0.01% 1433
2025
Q1 		$254K Sell
3,540
-100
-3% -$7.88K ﹤0.01% 1532
2024
Q4 		$322K Hold
3,640
– – ﹤0.01% 1365
2024
Q3 		$254K Hold
3,640
– – ﹤0.01% 1407
2024
Q2 		$201K Sell
3,640
-100
-3% -$5.53K ﹤0.01% 1443
2024
Q1 		$210K Buy
3,740
+167
+5% +$7.89K ﹤0.01% 1411
2023
Q4 		$155K Buy
3,573
+27
+0.8% +$1.11K ﹤0.01% 1479
2023
Q3 		$130K Buy
3,546
+3,046
+609% +$101K ﹤0.01% 1458
2023
Q2 		$15.7K Hold
500
– – ﹤0.01% 2404
2023
Q1 		$13.5K Hold
500
– – ﹤0.01% 2430
2022
Q4 		$13.3K Sell
500
-79
-14% -$2.26K ﹤0.01% 2436
2022
Q3 		$15K Hold
579
– – ﹤0.01% 2354
2022
Q2 		$12K Sell
579
-225
-28% -$5.31K ﹤0.01% 2459
2022
Q1 		$21K Sell
804
-144,077
-99% -$3.8M ﹤0.01% 2344
2021
Q4 		$4.26M Buy
144,881
+2,017
+1% +$70.4K 0.06% 297
2021
Q3 		$4.77M Buy
142,864
+2,248
+2% +$73.9K 0.08% 259
2021
Q2 		$4.42M Sell
140,616
-390
-0.3% -$12.2K 0.07% 274
2021
Q1 		$4.21M Buy
141,006
+140,447
+25,125% +$4.24M 0.07% 279
2020
Q4 		$16K Buy
559
+59
+12% +$1.41K ﹤0.01% 2139
2020
Q3 		$9K Hold
500
– – ﹤0.01% 2188
2020
Q2 		$9K Hold
500
– – ﹤0.01% 2091
2020
Q1 		$8K Hold
500
– – ﹤0.01% 1943
2019
Q4 		$8K Hold
500
– – ﹤0.01% 2103
2019
Q3 		$7K Hold
500
– – ﹤0.01% 2149
2019
Q2 		$7K Buy
+500
New +$6.53K ﹤0.01% 2125
2018
Q4 		– Sell
-500
Closed -$6K – 1862
2018
Q3 		$6K Buy
+500
New +$6.1K ﹤0.01% 2072

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

Steward Partners Investment Advisory's ROAD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Construction Partners (ROAD) stake by 4.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 5,810 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Steward Partners Investment Advisory first reported a position in ROAD in Q3 2018 and has held it in 30 quarters since. The position peaked at $4.77M in Q3 2021. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Steward Partners Investment Advisory held 5,810 shares of Construction Partners worth $690K as of Q2 2026.
  • Steward Partners Investment Advisory bought 249 Construction Partners shares in Q2 2026, an estimated $29.5K.
  • Construction Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1523 holding.
  • Steward Partners Investment Advisory first reported a position in Construction Partners in Q3 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's Construction Partners position peaked at $4.77M in Q3 2021.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.