AO
SITE icon

Advisor OS’s SiteOne Landscape Supply SITE Stock Holding History

Advisor OS’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,707
Closed -$206K – 508
2025
Q2 		$206K Sell
1,707
-112
-6% -$13.2K 0.02% 425
2025
Q1 		$221K Sell
1,819
-149
-8% -$19.8K 0.03% 386
2024
Q4 		$259K Sell
1,968
-1,713
-47% -$247K 0.03% 351
2024
Q3 		$555K Sell
3,681
-1,919
-34% -$263K 0.06% 238
2024
Q2 		$680K Sell
5,600
-11
-0.2% -$1.66K 0.07% 206
2024
Q1 		$979K Buy
5,611
+514
+10% +$84.8K 0.11% 166
2023
Q4 		$828K Sell
5,097
-324
-6% -$47.2K 0.11% 164
2023
Q3 		$886K Buy
5,421
+179
+3% +$29.2K 0.13% 141
2023
Q2 		$877K Sell
5,242
-1,646
-24% -$243K 0.14% 144
2023
Q1 		$943K Buy
6,888
+285
+4% +$40.1K 0.23% 113
2022
Q4 		$775K Buy
6,603
+1,460
+28% +$170K 0.21% 116
2022
Q3 		$535K Sell
5,143
-1,095
-18% -$137K 0.16% 127
2022
Q2 		$742K Buy
6,238
+663
+12% +$89K 0.22% 108
2022
Q1 		$901K Buy
5,575
+670
+14% +$122K 0.26% 91
2021
Q4 		$1.19M Buy
4,905
+510
+12% +$118K 0.24% 95
2021
Q3 		$876K Buy
4,395
+926
+27% +$175K 0.19% 102
2021
Q2 		$586K Buy
3,469
+1,017
+41% +$178K 0.12% 130
2021
Q1 		$419K Buy
2,452
+1,007
+70% +$167K 0.1% 127
2020
Q4 		$230K Buy
+1,445
New +$198K 0.06% 125

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisor OS's SITE Position: Q3 2025 in Review

Advisor OS sold out of SiteOne Landscape Supply (SITE) in Q3 2025, closing a stake of 1,707 shares — an estimated $206K sold.

Advisor OS first reported a position in SITE in Q4 2020 and held it in 19 quarters. The position peaked at $1.19M in Q4 2021. 398 funds tracked by Wall St. Rank hold SITE as of Q3 2025.

  • Advisor OS reported no remaining SiteOne Landscape Supply position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 1,707 SiteOne Landscape Supply shares in Q3 2025, an estimated $206K.
  • Advisor OS first reported a position in SiteOne Landscape Supply in Q4 2020 and held it in 19 quarters.
  • Advisor OS's SiteOne Landscape Supply position peaked at $1.19M in Q4 2021.
  • 398 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.