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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
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 $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

Total Wealth Planning & Management's ROAD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Construction Partners (ROAD) stake by 15% in Q1 2026, buying an estimated $129K and bringing the position to 8,498 shares worth $944K. The position accounts for 0.7% of the portfolio, ranked #43.

Total Wealth Planning & Management first reported a position in ROAD in Q4 2024 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Total Wealth Planning & Management held 8,498 shares of Construction Partners worth $944K as of Q1 2026.
  • Total Wealth Planning & Management bought 1,077 Construction Partners shares in Q1 2026, an estimated $129K.
  • Construction Partners made up 0.7% of Total Wealth Planning & Management's portfolio in Q1 2026, its #43 holding.
  • Total Wealth Planning & Management first reported a position in Construction Partners in Q4 2024 and has held it in 5 quarters since.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.