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Elevation Wealth Partners’s SiteOne Landscape Supply SITE Stock Holding History

Elevation Wealth Partners’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
Q3 		$7.59K Buy
+84
New +$8.27K ﹤0.01% 990
2026
Q2 		– Sell
-6
Closed -$799 – 1351
2026
Q1 		$799 Buy
+6
New +$848 ﹤0.01% 1014

Other funds holding SITE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's SITE Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in SiteOne Landscape Supply (SITE) in Q3 2026: 84 shares worth $7.59K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in SITE as recently as Q1 2026.

Elevation Wealth Partners first reported a position in SITE in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold SITE as of Q3 2026.

  • Elevation Wealth Partners held 84 shares of SiteOne Landscape Supply worth $7.59K as of Q3 2026.
  • SiteOne Landscape Supply was a new Elevation Wealth Partners position in Q3 2026.
  • SiteOne Landscape Supply made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #990 holding.
  • Elevation Wealth Partners first reported a position in SiteOne Landscape Supply in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.