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Summit Securities Group’s Construction Partners ROAD Stock Holding History

Summit Securities Group’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 		– Sell
-562
Closed -$61K – 1324
2025
Q4 		$61K Buy
+562
New +$63.3K 0.01% 568
2025
Q3 		– Sell
-1,041
Closed -$111K – 1302
2025
Q2 		$111K Buy
1,041
+930
+838% +$86.9K 0.02% 348
2025
Q1 		$7.98K Buy
+111
New +$8.75K ﹤0.01% 571

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Securities Group's ROAD Position: Q1 2026 in Review

Summit Securities Group sold out of Construction Partners (ROAD) in Q1 2026, closing a stake of 562 shares — an estimated $61K sold.

Summit Securities Group first reported a position in ROAD in Q1 2025 and held it in 3 quarters. The position peaked at $111K in Q2 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Summit Securities Group reported no remaining Construction Partners position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 562 Construction Partners shares in Q1 2026, an estimated $61K.
  • Summit Securities Group first reported a position in Construction Partners in Q1 2025 and held it in 3 quarters.
  • Summit Securities Group's Construction Partners position peaked at $111K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.