AAS
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Avantax Advisory Services’s SiteOne Landscape Supply SITE Stock Holding History

Avantax Advisory Services’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 		$1.2M Buy
9,892
+139
+1% +$16.4K 0.01% 1055
2025
Q1 		$1.18M Buy
9,753
+1,224
+14% +$162K 0.01% 1001
2024
Q4 		$1.12M Sell
8,529
-684
-7% -$98.7K 0.01% 987
2024
Q3 		$1.39M Buy
9,213
+505
+6% +$69.2K 0.01% 852
2024
Q2 		$1.06M Buy
+8,708
New +$1.32M 0.01% 948

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 $5.72T AUM 30.48% 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 $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

Avantax Advisory Services's SITE Position: Q2 2025 in Review

Avantax Advisory Services increased its SiteOne Landscape Supply (SITE) stake by 1.4% in Q2 2025, buying an estimated $16.4K and bringing the position to 9,892 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1055.

Avantax Advisory Services first reported a position in SITE in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.39M in Q3 2024. 395 funds tracked by Wall St. Rank hold SITE as of Q2 2025.

  • Avantax Advisory Services held 9,892 shares of SiteOne Landscape Supply worth $1.2M as of Q2 2025.
  • Avantax Advisory Services bought 139 SiteOne Landscape Supply shares in Q2 2025, an estimated $16.4K.
  • SiteOne Landscape Supply made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1055 holding.
  • Avantax Advisory Services first reported a position in SiteOne Landscape Supply in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's SiteOne Landscape Supply position peaked at $1.39M in Q3 2024.
  • 395 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.