Mitchell & Pahl Private Wealth’s SiteOne Landscape Supply SITE Stock Holding History

Mitchell & Pahl Private Wealth’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	$713K	Buy	7,892 +1,208	+18%	+$119K	0.26%	119
2026 Q2	$765K	Buy	6,684 +593	+10%	+$71.6K	0.28%	112
2026 Q1	$811K	Buy	6,091 +176	+3%	+$24.9K	0.33%	100
2025 Q4	$737K	Buy	5,915 +118	+2%	+$14.9K	0.31%	110
2025 Q3	$747K	Buy	5,797 +105	+2%	+$14.2K	0.31%	112
2025 Q2	$688K	Buy	5,692 +656	+13%	+$77.5K	0.3%	114
2025 Q1	$612K	Buy	5,036 +62	+1%	+$8.22K	0.29%	115
2024 Q4	$655K	Buy	4,974 +414	+9%	+$59.7K	0.31%	109
2024 Q3	$688K	Buy	4,560 +219	+5%	+$30K	0.32%	110
2024 Q2	$527K	Buy	4,341 +148	+4%	+$22.4K	0.28%	121
2024 Q1	$732K	Buy	4,193 +162	+4%	+$26.7K	0.38%	102
2023 Q4	$655K	Buy	4,031 +10	+0.2%	+$1.46K	0.37%	104
2023 Q3	$657K	Buy	4,021 +511	+15%	+$83.5K	0.39%	96
2023 Q2	$587K	Buy	3,510 +78	+2%	+$11.5K	0.35%	98
2023 Q1	$470K	Buy	3,432 +60	+2%	+$8.45K	0.29%	112
2022 Q4	$396K	Buy	3,372 +282	+9%	+$32.8K	0.26%	121
2022 Q3	$322K	Buy	3,090 +250	+9%	+$31.3K	0.24%	127
2022 Q2	$338K	Buy	2,840 +529	+23%	+$71K	0.24%	124
2022 Q1	$374K	Buy	2,311 +293	+15%	+$53.2K	0.24%	119
2021 Q4	$489K	Buy	2,018 +366	+22%	+$84.6K	0.31%	101
2021 Q3	$330K	Buy	1,652 +55	+3%	+$10.4K	0.24%	125
2021 Q2	$270K	Buy	1,597 +241	+18%	+$42.1K	0.19%	132
2021 Q1	$232K	Buy	1,356 +59	+5%	+$9.8K	0.18%	136
2020 Q4	$206K	Buy	+1,297	New	+$178K	0.17%	141

Other funds holding SITE

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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SITE Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its SiteOne Landscape Supply (SITE) stake by 18% in Q3 2026, buying an estimated $119K and bringing the position to 7,892 shares worth $713K. The position accounts for 0.26% of the portfolio, ranked #119.

Mitchell & Pahl Private Wealth first reported a position in SITE in Q4 2020 and has held it in 24 quarters since. The position peaked at $811K in Q1 2026. 47 funds tracked by Wall St. Rank hold SITE as of Q3 2026.

Mitchell & Pahl Private Wealth held 7,892 shares of SiteOne Landscape Supply worth $713K as of Q3 2026.
Mitchell & Pahl Private Wealth bought 1,208 SiteOne Landscape Supply shares in Q3 2026, an estimated $119K.
SiteOne Landscape Supply made up 0.26% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #119 holding.
Mitchell & Pahl Private Wealth first reported a position in SiteOne Landscape Supply in Q4 2020 and has held it in 24 quarters since.
Mitchell & Pahl Private Wealth's SiteOne Landscape Supply position peaked at $811K in Q1 2026.
47 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.