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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Alliance's ROAD Position: Q1 2026 in Review

Wealth Alliance reduced its Construction Partners (ROAD) stake by 1.3% in Q1 2026, selling an estimated $5.63K and leaving 3,581 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #352.

Wealth Alliance first reported a position in ROAD in Q2 2023 and has held it in 12 quarters since. The position peaked at $608K in Q3 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

Wealth Alliance held 3,581 shares of Construction Partners worth $398K as of Q1 2026.
Wealth Alliance sold 47 Construction Partners shares in Q1 2026, an estimated $5.63K.
Construction Partners made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #352 holding.
Wealth Alliance first reported a position in Construction Partners in Q2 2023 and has held it in 12 quarters since.
Wealth Alliance's Construction Partners position peaked at $608K in Q3 2025.
343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.