Xcel Wealth Management’s Construction Partners ROAD Stock Holding History

Xcel 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	$1.92M	Buy	+16,155	New	+$1.92M	0.46%	52

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

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

Xcel Wealth Management opened a new position in Construction Partners (ROAD) in Q2 2026: 16,155 shares worth $1.92M. The stake represents 0.46% of the portfolio and ranks #52 among its holdings.

362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Xcel Wealth Management held 16,155 shares of Construction Partners worth $1.92M as of Q2 2026.
Construction Partners was a new Xcel Wealth Management position in Q2 2026.
Construction Partners made up 0.46% of Xcel Wealth Management's portfolio in Q2 2026, its #52 holding.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.