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Summitry LLC’s Construction Partners ROAD Stock Holding History

Summitry LLC’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 		$804K Sell
7,232
-706
-9% -$84.6K 0.03% 94
2025
Q4 		$862K Buy
7,938
+1,883
+31% +$212K 0.04% 77
2025
Q3 		$769K Sell
6,055
-126
-2% -$14.4K 0.03% 72
2025
Q2 		$657K Buy
6,181
+236
+4% +$22.1K 0.03% 77
2025
Q1 		$427K Buy
5,945
+814
+16% +$64.1K 0.02% 95
2024
Q4 		$454K Sell
5,131
-232
-4% -$20.2K 0.02% 83
2024
Q3 		$374K Sell
5,363
-23
-0.4% -$1.42K 0.02% 92
2024
Q2 		$297K Buy
5,386
+1,687
+46% +$93.3K 0.02% 89
2024
Q1 		$208K Buy
+3,699
New +$175K 0.01% 105

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