WWM
ROAD icon

Whalen Wealth Management’s Construction Partners ROAD Stock Holding History

Whalen 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
2025
Q4 		– Sell
-1,579
Closed -$201K – 228
2025
Q3 		$201K Buy
+1,579
New +$180K 0.12% 171

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Whalen Wealth Management's ROAD Position: Q4 2025 in Review

Whalen Wealth Management sold out of Construction Partners (ROAD) in Q4 2025, closing a stake of 1,579 shares — an estimated $201K sold.

Whalen Wealth Management first reported a position in ROAD in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 332 funds tracked by Wall St. Rank hold ROAD as of Q4 2025.

  • Whalen Wealth Management reported no remaining Construction Partners position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,579 Construction Partners shares in Q4 2025, an estimated $201K.
  • Whalen Wealth Management first reported a position in Construction Partners in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Construction Partners position peaked at $201K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Construction Partners as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.