AWS
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Atria Wealth Solutions’s SiteOne Landscape Supply SITE Stock Holding History

Atria Wealth Solutions’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
Q2 		$288K Buy
2,367
+220
+10% +$26K 0.01% 1175
2025
Q1 		$261K Buy
2,147
+16
+0.8% +$2.12K ﹤0.01% 1559
2024
Q4 		$281K Sell
2,131
-50
-2% -$7.21K ﹤0.01% 1597
2024
Q3 		$329K Buy
+2,181
New +$299K ﹤0.01% 1458
2024
Q2 		– Sell
-1,371
Closed -$239K – 2052
2024
Q1 		$239K Buy
1,371
+137
+11% +$22.6K ﹤0.01% 1709
2023
Q4 		$201K Buy
+1,234
New +$180K ﹤0.01% 1778

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return