Clearstead Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Clearstead Advisors’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
2026 Q2	$21.3K	Buy	+186	New	+$22.5K	﹤0.01%	1773
2026 Q1	–	Sell	-34	Closed	-$4.24K	–	2771
2025 Q4	$4.24K	Buy	34 +29	+580%	+$3.67K	﹤0.01%	2046
2025 Q3	$644	Sell	5 -190	-97%	-$25.8K	﹤0.01%	2703
2025 Q2	$23.6K	Hold	195	–	–	﹤0.01%	1559
2025 Q1	$23.7K	Sell	195 -1,125	-85%	-$149K	﹤0.01%	1376
2024 Q4	$174K	Sell	1,320 -13	-1%	-$1.88K	﹤0.01%	894
2024 Q3	$201K	Sell	1,333 -146	-10%	-$20K	﹤0.01%	861
2024 Q2	$180K	Buy	+1,479	New	+$224K	﹤0.01%	847
2023 Q2	–	Sell	-28	Closed	-$3.83K	–	1431
2023 Q1	$3.83K	Buy	+28	New	+$3.94K	﹤0.01%	1051
2022 Q2	–	Sell	-44	Closed	-$7K	–	1430
2022 Q1	$7K	Buy	+44	New	+$7.99K	﹤0.01%	1043

Other funds holding SITE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's SITE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SiteOne Landscape Supply (SITE) in Q2 2026: 186 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1773 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SITE as recently as Q4 2025.

Clearstead Advisors first reported a position in SITE in Q1 2022 and has held it in 10 quarters since. The position peaked at $201K in Q3 2024. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Clearstead Advisors held 186 shares of SiteOne Landscape Supply worth $21.3K as of Q2 2026.
SiteOne Landscape Supply was a new Clearstead Advisors position in Q2 2026.
SiteOne Landscape Supply made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1773 holding.
Clearstead Advisors first reported a position in SiteOne Landscape Supply in Q1 2022 and has held it in 10 quarters since.
Clearstead Advisors's SiteOne Landscape Supply position peaked at $201K in Q3 2024.
393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.