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TD Private Client Wealth’s Construction Partners ROAD Stock Holding History

TD Private Client 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
Q1 		$1.67K Sell
15
-23
-61% -$2.76K ﹤0.01% 1311
2025
Q4 		$4.13K Buy
38
+1
+3% +$113 ﹤0.01% 1183
2025
Q3 		$4.7K Hold
37
– – ﹤0.01% 1137
2025
Q2 		$3.93K Sell
37
-26
-41% -$2.43K ﹤0.01% 1137
2025
Q1 		$4.53K Sell
63
-17
-21% -$1.34K ﹤0.01% 1092
2024
Q4 		$7.08K Hold
80
– – ﹤0.01% 1082
2024
Q3 		$5.58K Buy
+80
New +$4.93K ﹤0.01% 1105
2020
Q2 		– Sell
-2,887
Closed -$48.8K – 1156
2020
Q1 		$48.8K Sell
2,887
-324
-10% -$5.39K ﹤0.01% 583
2019
Q4 		$54.2K Buy
+3,211
New +$56.4K ﹤0.01% 596

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

TD Private Client Wealth's ROAD Position: Q1 2026 in Review

TD Private Client Wealth reduced its Construction Partners (ROAD) stake by 61% in Q1 2026, selling an estimated $2.76K and leaving 15 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

TD Private Client Wealth first reported a position in ROAD in Q4 2019 and has held it in 9 quarters since. The position peaked at $54.2K in Q4 2019. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • TD Private Client Wealth held 15 shares of Construction Partners worth $1.67K as of Q1 2026.
  • TD Private Client Wealth sold 23 Construction Partners shares in Q1 2026, an estimated $2.76K.
  • Construction Partners made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1311 holding.
  • TD Private Client Wealth first reported a position in Construction Partners in Q4 2019 and has held it in 9 quarters since.
  • TD Private Client Wealth's Construction Partners position peaked at $54.2K in Q4 2019.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.