GWMI
SITE icon

Guardian Wealth Management (Illinois)’s SiteOne Landscape Supply SITE Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-715
Closed -$86.8K – 179
2025
Q1 		$86.8K Hold
715
– – 0.06% 85
2024
Q4 		$94.2K Hold
715
– – 0.06% 91
2024
Q3 		$108K Hold
715
– – 0.08% 82
2024
Q2 		$86.8K Hold
715
– – 0.07% 88
2024
Q1 		$125K Hold
715
– – 0.1% 79
2023
Q4 		$116K Buy
+715
New +$104K 0.1% 81

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SITE Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of SiteOne Landscape Supply (SITE) in Q2 2025, closing a stake of 715 shares — an estimated $86.8K sold.

Guardian Wealth Management (Illinois) first reported a position in SITE in Q4 2023 and held it in 6 quarters. The position peaked at $125K in Q1 2024. 394 funds tracked by Wall St. Rank hold SITE as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining SiteOne Landscape Supply position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 715 SiteOne Landscape Supply shares in Q2 2025, an estimated $86.8K.
  • Guardian Wealth Management (Illinois) first reported a position in SiteOne Landscape Supply in Q4 2023 and held it in 6 quarters.
  • Guardian Wealth Management (Illinois)'s SiteOne Landscape Supply position peaked at $125K in Q1 2024.
  • 394 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.