CA
SITE icon

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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return