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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
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 $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

Steward Partners Investment Advisory's ROAD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Construction Partners (ROAD) stake by 43% in Q1 2026, buying an estimated $201K and bringing the position to 5,561 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Steward Partners Investment Advisory first reported a position in ROAD in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.77M in Q3 2021. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Steward Partners Investment Advisory held 5,561 shares of Construction Partners worth $618K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,673 Construction Partners shares in Q1 2026, an estimated $201K.
  • Construction Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1407 holding.
  • Steward Partners Investment Advisory first reported a position in Construction Partners in Q3 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Construction Partners position peaked at $4.77M in Q3 2021.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.