EWA
SITE icon

EverSource Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History

EverSource Wealth 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 		$146K Sell
1,278
-1,771
-58% -$214K ﹤0.01% 1185
2026
Q1 		$406K Buy
3,049
+1,185
+64% +$167K 0.01% 697
2025
Q4 		$232K Buy
1,864
+426
+30% +$53.9K 0.01% 880
2025
Q3 		$185K Sell
1,438
-323
-18% -$43.8K 0.01% 941
2025
Q2 		$213K Sell
1,761
-76
-4% -$8.98K 0.01% 827
2025
Q1 		$223K Buy
1,837
+34
+2% +$4.51K 0.01% 618
2024
Q4 		$238K Sell
1,803
-174
-9% -$25.1K 0.01% 589
2024
Q3 		$298K Sell
1,977
-207
-9% -$28.4K 0.02% 450
2024
Q2 		$320K Sell
2,184
-141
-6% -$21.3K 0.02% 423
2024
Q1 		$365K Sell
2,325
-285
-11% -$47K 0.03% 334
2023
Q4 		$424K Sell
2,610
-16
-0.6% -$2.33K 0.04% 269
2023
Q3 		$429K Sell
2,626
-89
-3% -$14.5K 0.05% 247
2023
Q2 		$454K Sell
2,715
-211
-7% -$31.1K 0.05% 239
2023
Q1 		$400K Sell
2,926
-6
-0.2% -$845 0.05% 250
2022
Q4 		$344K Sell
2,932
-1,420
-33% -$165K 0.05% 259
2022
Q3 		$453K Sell
4,352
-992
-19% -$124K 0.1% 191
2022
Q2 		$635K Buy
5,344
+477
+10% +$64K 0.16% 118
2022
Q1 		$787K Buy
4,867
+2,643
+119% +$480K 0.2% 98
2021
Q4 		$539K Buy
+2,224
New +$514K 0.15% 110

Other funds holding SITE

T. Rowe Price Associates
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EverSource Wealth Advisors's SITE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SiteOne Landscape Supply (SITE) stake by 58% in Q2 2026, selling an estimated $214K and leaving 1,278 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

EverSource Wealth Advisors first reported a position in SITE in Q4 2021 and has held it in 19 quarters since. The position peaked at $787K in Q1 2022. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • EverSource Wealth Advisors held 1,278 shares of SiteOne Landscape Supply worth $146K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,771 SiteOne Landscape Supply shares in Q2 2026, an estimated $214K.
  • SiteOne Landscape Supply made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1185 holding.
  • EverSource Wealth Advisors first reported a position in SiteOne Landscape Supply in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SiteOne Landscape Supply position peaked at $787K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.