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Morningstar Investment Management’s SiteOne Landscape Supply SITE Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-15,943
Closed -$2.05M – 448
2025
Q3 		$2.05M Buy
+15,943
New +$2.16M 0.08% 242

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Morningstar Investment Management's SITE Position: Q4 2025 in Review

Morningstar Investment Management sold out of SiteOne Landscape Supply (SITE) in Q4 2025, closing a stake of 15,943 shares — an estimated $2.05M sold.

Morningstar Investment Management first reported a position in SITE in Q3 2025 and held it in 1 quarter. The position peaked at $2.05M in Q3 2025. 409 funds tracked by Wall St. Rank hold SITE as of Q4 2025.

  • Morningstar Investment Management reported no remaining SiteOne Landscape Supply position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 15,943 SiteOne Landscape Supply shares in Q4 2025, an estimated $2.05M.
  • Morningstar Investment Management first reported a position in SiteOne Landscape Supply in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's SiteOne Landscape Supply position peaked at $2.05M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.