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Total Wealth Planning & Management’s Construction Partners ROAD Stock Holding History

Total Wealth Planning & Management’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 		$1.05M Buy
8,830
+332
+4% +$39.4K 0.71% 39
2026
Q1 		$944K Buy
8,498
+1,077
+15% +$129K 0.7% 43
2025
Q4 		$806K Buy
+7,421
New +$835K 0.6% 45
2025
Q2 		$791K Sell
7,447
-1,122
-13% -$105K 0.64% 42
2025
Q1 		$616K Buy
8,569
+1,076
+14% +$84.8K 0.58% 49
2024
Q4 		$663K Buy
+7,493
New +$652K 0.6% 43

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

Total Wealth Planning & Management's ROAD Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Construction Partners (ROAD) stake by 3.9% in Q2 2026, buying an estimated $39.4K and bringing the position to 8,830 shares worth $1.05M. The position accounts for 0.71% of the portfolio, ranked #39.

Total Wealth Planning & Management first reported a position in ROAD in Q4 2024 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Total Wealth Planning & Management held 8,830 shares of Construction Partners worth $1.05M as of Q2 2026.
  • Total Wealth Planning & Management bought 332 Construction Partners shares in Q2 2026, an estimated $39.4K.
  • Construction Partners made up 0.71% of Total Wealth Planning & Management's portfolio in Q2 2026, its #39 holding.
  • Total Wealth Planning & Management first reported a position in Construction Partners in Q4 2024 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.