Tradition Wealth Management’s Construction Partners ROAD Stock Holding History

Tradition Wealth 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	$222K	Hold	1,873	–	–	0.01%	480
2026 Q1	$208K	Hold	1,873	–	–	0.01%	469
2025 Q4	$203K	Hold	1,873	–	–	0.01%	462
2025 Q3	$238K	Buy	+1,873	New	+$214K	0.02%	420
2024 Q1	–	Sell	-1,873	Closed	-$82K	–	1013
2023 Q4	$82K	Hold	1,873	–	–	0.01%	516
2023 Q3	$68K	Hold	1,873	–	–	0.01%	534
2023 Q2	$59K	Hold	1,873	–	–	0.01%	588
2023 Q1	$50K	Hold	1,873	–	–	0.01%	604
2022 Q4	$50K	Hold	1,873	–	–	0.01%	526
2022 Q3	$49K	Buy	+1,873	New	+$49.1K	0.01%	510

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tradition Wealth Management's ROAD Position: Q2 2026 in Review

Tradition Wealth Management held its Construction Partners (ROAD) position steady in Q2 2026 at 1,873 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #480.

Tradition Wealth Management first reported a position in ROAD in Q3 2022 and has held it in 10 quarters since. The position peaked at $238K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Tradition Wealth Management held 1,873 shares of Construction Partners worth $222K as of Q2 2026.
Tradition Wealth Management left its Construction Partners share count unchanged in Q2 2026.
Construction Partners made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #480 holding.
Tradition Wealth Management first reported a position in Construction Partners in Q3 2022 and has held it in 10 quarters since.
Tradition Wealth Management's Construction Partners position peaked at $238K in Q3 2025.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.