Creative Planning
SITE icon

Creative Planning’s SiteOne Landscape Supply SITE Stock Holding History

Creative Planning’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 		$5.11M Buy
38,378
+26,496
+223% +$3.74M ﹤0.01% 1183
2025
Q4 		$1.48M Buy
11,882
+8,140
+218% +$1.03M ﹤0.01% 1965
2025
Q3 		$482K Buy
3,742
+606
+19% +$82.2K ﹤0.01% 2759
2025
Q2 		$379K Sell
3,136
-859
-22% -$102K ﹤0.01% 2698
2025
Q1 		$485K Buy
3,995
+1,735
+77% +$230K ﹤0.01% 2319
2024
Q4 		$298K Sell
2,260
-160
-7% -$23.1K ﹤0.01% 2671
2024
Q3 		$365K Sell
2,420
-927
-28% -$127K ﹤0.01% 2364
2024
Q2 		$406K Sell
3,347
-87
-3% -$13.2K ﹤0.01% 2111
2024
Q1 		$599K Buy
3,434
+1,109
+48% +$183K ﹤0.01% 1716
2023
Q4 		$378K Buy
2,325
+184
+9% +$26.8K ﹤0.01% 1916
2023
Q3 		$350K Sell
2,141
-11
-0.5% -$1.8K ﹤0.01% 1805
2023
Q2 		$360K Buy
+2,152
New +$318K ﹤0.01% 1768
2017
Q3 		– Sell
-22
Closed -$1K – 3413
2017
Q2 		$1K Hold
22
– – ﹤0.01% 4486
2017
Q1 		$1K Buy
+22
New +$879 ﹤0.01% 4495
2016
Q4 		– Sell
-10
Closed – – 4813
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4714
2016
Q2 		$0 Buy
+10
New +$294 ﹤0.01% 4499

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 $5.72T 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

Creative Planning's SITE Position: Q1 2026 in Review

Creative Planning increased its SiteOne Landscape Supply (SITE) stake by 223% in Q1 2026, buying an estimated $3.74M and bringing the position to 38,378 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Creative Planning first reported a position in SITE in Q2 2016 and has held it in 16 quarters since. 423 funds tracked by Wall St. Rank hold SITE as of Q1 2026.

  • Creative Planning held 38,378 shares of SiteOne Landscape Supply worth $5.11M as of Q1 2026.
  • Creative Planning bought 26,496 SiteOne Landscape Supply shares in Q1 2026, an estimated $3.74M.
  • SiteOne Landscape Supply made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1183 holding.
  • Creative Planning first reported a position in SiteOne Landscape Supply in Q2 2016 and has held it in 16 quarters since.
  • 423 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.