Institute for Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Institute for 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	$84.9K	Buy	+742	New	+$89.6K	0.01%	728
2024 Q2	–	Sell	-1,152	Closed	-$201K	–	519
2024 Q1	$201K	Buy	+1,152	New	+$190K	0.03%	488
2022 Q2	–	Sell	-1,599	Closed	-$259K	–	554
2022 Q1	$259K	Buy	1,599 +42	+3%	+$7.63K	0.04%	459
2021 Q4	$377K	Hold	1,557	–	–	0.06%	330
2021 Q3	$311K	Sell	1,557 -64	-4%	-$12.1K	0.05%	366
2021 Q2	$274K	Sell	1,621 -115	-7%	-$20.1K	0.05%	390
2021 Q1	$296K	Buy	1,736 +477	+38%	+$79.2K	0.06%	362
2020 Q4	$200K	Buy	+1,259	New	+$173K	0.04%	430

Other funds holding SITE

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Institute for Wealth Management's SITE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in SiteOne Landscape Supply (SITE) in Q2 2026: 742 shares worth $84.9K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SITE as recently as Q1 2024.

Institute for Wealth Management first reported a position in SITE in Q4 2020 and has held it in 8 quarters since. The position peaked at $377K in Q4 2021. 396 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Institute for Wealth Management held 742 shares of SiteOne Landscape Supply worth $84.9K as of Q2 2026.
SiteOne Landscape Supply was a new Institute for Wealth Management position in Q2 2026.
SiteOne Landscape Supply made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #728 holding.
Institute for Wealth Management first reported a position in SiteOne Landscape Supply in Q4 2020 and has held it in 8 quarters since.
Institute for Wealth Management's SiteOne Landscape Supply position peaked at $377K in Q4 2021.
396 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.