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Wealth Alliance’s Construction Partners ROAD Stock Holding History

Wealth Alliance’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 		$431K Buy
3,627
+46
+1% +$5.46K 0.04% 351
2026
Q1 		$398K Sell
3,581
-47
-1% -$5.63K 0.04% 352
2025
Q4 		$394K Sell
3,628
-1,159
-24% -$130K 0.04% 368
2025
Q3 		$608K Sell
4,787
-53
-1% -$6.05K 0.06% 264
2025
Q2 		$514K Buy
4,840
+207
+4% +$19.3K 0.06% 284
2025
Q1 		$333K Sell
4,633
-145
-3% -$11.4K 0.04% 371
2024
Q4 		$423K Sell
4,778
-294
-6% -$25.6K 0.05% 295
2024
Q3 		$354K Sell
5,072
-83
-2% -$5.12K 0.04% 355
2024
Q2 		$285K Sell
5,155
-1,400
-21% -$77.5K 0.04% 397
2024
Q1 		$368K Sell
6,555
-53
-0.8% -$2.51K 0.05% 345
2023
Q4 		$288K Sell
6,608
-7
-0.1% -$287 0.04% 391
2023
Q3 		$242K Buy
6,615
+103
+2% +$3.4K 0.04% 413
2023
Q2 		$204K Buy
+6,512
New +$186K 0.03% 473

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

Wealth Alliance's ROAD Position: Q2 2026 in Review

Wealth Alliance increased its Construction Partners (ROAD) stake by 1.3% in Q2 2026, buying an estimated $5.46K and bringing the position to 3,627 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #351.

Wealth Alliance first reported a position in ROAD in Q2 2023 and has held it in 13 quarters since. The position peaked at $608K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Wealth Alliance held 3,627 shares of Construction Partners worth $431K as of Q2 2026.
  • Wealth Alliance bought 46 Construction Partners shares in Q2 2026, an estimated $5.46K.
  • Construction Partners made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #351 holding.
  • Wealth Alliance first reported a position in Construction Partners in Q2 2023 and has held it in 13 quarters since.
  • Wealth Alliance's Construction Partners position peaked at $608K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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