Cromwell Holdings’s SiteOne Landscape Supply SITE Stock Holding History

Cromwell Holdings’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	$1.37K	Buy	12 +6	+100%	+$725	﹤0.01%	925
2026 Q1	$799	Buy	6 +2	+50%	+$283	﹤0.01%	910
2025 Q4	$498	Hold	4	–	–	﹤0.01%	959
2025 Q3	$516	Hold	4	–	–	﹤0.01%	972
2025 Q2	$484	Hold	4	–	–	﹤0.01%	969
2025 Q1	$486	Buy	+4	New	+$530	﹤0.01%	765

Other funds holding SITE

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return