Wealth Alliance
ROAD icon

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
Q3 		$316K Sell
3,513
-114
-3% -$11.9K 0.03% 430
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Wealth Alliance's ROAD Position: Q3 2026 in Review

Wealth Alliance reduced its Construction Partners (ROAD) stake by 3.1% in Q3 2026, selling an estimated $11.9K and leaving 3,513 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #430.

Wealth Alliance first reported a position in ROAD in Q2 2023 and has held it in 14 quarters since. The position peaked at $608K in Q3 2025. 280 funds tracked by Wall St. Rank hold ROAD as of Q3 2026.

  • Wealth Alliance held 3,513 shares of Construction Partners worth $316K as of Q3 2026.
  • Wealth Alliance sold 114 Construction Partners shares in Q3 2026, an estimated $11.9K.
  • Construction Partners made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #430 holding.
  • Wealth Alliance first reported a position in Construction Partners in Q2 2023 and has held it in 14 quarters since.
  • Wealth Alliance's Construction Partners position peaked at $608K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Construction Partners as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.