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Mount Yale Investment Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$393K Buy
2,955
+797
+37% +$113K 0.01% 794
2025
Q4 		$269K Buy
2,158
+288
+15% +$36.5K 0.01% 617
2025
Q3 		$241K Buy
+1,870
New +$254K 0.02% 578

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Mount Yale Investment Advisors's SITE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its SiteOne Landscape Supply (SITE) stake by 37% in Q1 2026, buying an estimated $113K and bringing the position to 2,955 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #794.

Mount Yale Investment Advisors first reported a position in SITE in Q3 2025 and has held it in 3 quarters since. 425 funds tracked by Wall St. Rank hold SITE as of Q1 2026.

  • Mount Yale Investment Advisors held 2,955 shares of SiteOne Landscape Supply worth $393K as of Q1 2026.
  • Mount Yale Investment Advisors bought 797 SiteOne Landscape Supply shares in Q1 2026, an estimated $113K.
  • SiteOne Landscape Supply made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #794 holding.
  • Mount Yale Investment Advisors first reported a position in SiteOne Landscape Supply in Q3 2025 and has held it in 3 quarters since.
  • 425 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.