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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
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% +$9.79K 0.18% 136
2020
Q4 		$206K Buy
+1,297
New +$178K 0.17% 141

Other funds holding SITE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SITE Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its SiteOne Landscape Supply (SITE) stake by 9.7% in Q2 2026, buying an estimated $71.6K and bringing the position to 6,684 shares worth $765K. The position accounts for 0.28% of the portfolio, ranked #112.

Mitchell & Pahl Private Wealth first reported a position in SITE in Q4 2020 and has held it in 23 quarters since. The position peaked at $811K in Q1 2026. 29 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 6,684 shares of SiteOne Landscape Supply worth $765K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 593 SiteOne Landscape Supply shares in Q2 2026, an estimated $71.6K.
  • SiteOne Landscape Supply made up 0.28% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #112 holding.
  • Mitchell & Pahl Private Wealth first reported a position in SiteOne Landscape Supply in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's SiteOne Landscape Supply position peaked at $811K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.