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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 $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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atria Wealth Solutions's SITE Position: Q2 2025 in Review

Atria Wealth Solutions increased its SiteOne Landscape Supply (SITE) stake by 10% in Q2 2025, buying an estimated $26K and bringing the position to 2,367 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1175.

Atria Wealth Solutions first reported a position in SITE in Q4 2023 and has held it in 6 quarters since. The position peaked at $329K in Q3 2024. 395 funds tracked by Wall St. Rank hold SITE as of Q2 2025.

  • Atria Wealth Solutions held 2,367 shares of SiteOne Landscape Supply worth $288K as of Q2 2025.
  • Atria Wealth Solutions bought 220 SiteOne Landscape Supply shares in Q2 2025, an estimated $26K.
  • SiteOne Landscape Supply made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1175 holding.
  • Atria Wealth Solutions first reported a position in SiteOne Landscape Supply in Q4 2023 and has held it in 6 quarters since.
  • Atria Wealth Solutions's SiteOne Landscape Supply position peaked at $329K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.