HWM
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HB Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

HB Wealth Management’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 		$325K Sell
2,840
-2,461
-46% -$297K ﹤0.01% 1334
2026
Q1 		$706K Buy
5,301
+2,410
+83% +$341K ﹤0.01% 821
2025
Q4 		$360K Buy
2,891
+651
+29% +$82.4K ﹤0.01% 1056
2025
Q3 		$289K Sell
2,240
-1,261
-36% -$171K ﹤0.01% 1095
2025
Q2 		$423K Sell
3,501
-84
-2% -$9.93K ﹤0.01% 805
2025
Q1 		$435K Buy
3,585
+1,958
+120% +$260K ﹤0.01% 811
2024
Q4 		$214K Sell
1,627
-114
-7% -$16.4K ﹤0.01% 956
2024
Q3 		$263K Buy
+1,741
New +$239K ﹤0.01% 800
2024
Q2 		– Sell
-1,571
Closed -$274K – 958
2024
Q1 		$274K Sell
1,571
-313
-17% -$51.7K ﹤0.01% 689
2023
Q4 		$306K Buy
1,884
+280
+17% +$40.8K ﹤0.01% 605
2023
Q3 		$262K Hold
1,604
– – ﹤0.01% 604
2023
Q2 		$268K Buy
1,604
+61
+4% +$9K ﹤0.01% 581
2023
Q1 		$211K Buy
+1,543
New +$217K ﹤0.01% 659
2022
Q2 		– Sell
-1,512
Closed -$244K – 620
2022
Q1 		$244K Hold
1,512
– – ﹤0.01% 507
2021
Q4 		$366K Buy
+1,512
New +$350K 0.01% 354

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

HB Wealth Management's SITE Position: Q2 2026 in Review

HB Wealth Management reduced its SiteOne Landscape Supply (SITE) stake by 46% in Q2 2026, selling an estimated $297K and leaving 2,840 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

HB Wealth Management first reported a position in SITE in Q4 2021 and has held it in 15 quarters since. The position peaked at $706K in Q1 2026. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • HB Wealth Management held 2,840 shares of SiteOne Landscape Supply worth $325K as of Q2 2026.
  • HB Wealth Management sold 2,461 SiteOne Landscape Supply shares in Q2 2026, an estimated $297K.
  • SiteOne Landscape Supply made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1334 holding.
  • HB Wealth Management first reported a position in SiteOne Landscape Supply in Q4 2021 and has held it in 15 quarters since.
  • HB Wealth Management's SiteOne Landscape Supply position peaked at $706K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.