Physician Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Physician Wealth 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 Q2	$9.5K	Sell	83 -29	-26%	-$3.5K	﹤0.01%	887
2026 Q1	$14.9K	Hold	112	–	–	﹤0.01%	694
2025 Q4	$14K	Sell	112 -4	-3%	-$506	﹤0.01%	675
2025 Q3	$14.9K	Buy	116 +4	+4%	+$543	﹤0.01%	645
2025 Q2	$13.5K	Hold	112	–	–	﹤0.01%	593
2025 Q1	$13.6K	Hold	112	–	–	﹤0.01%	559
2024 Q4	$14.8K	Buy	+112	New	+$16.2K	﹤0.01%	562

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 $15.3B AUM 25.06% 1-Year Est. Return

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

Physician Wealth Advisors's SITE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its SiteOne Landscape Supply (SITE) stake by 26% in Q2 2026, selling an estimated $3.5K and leaving 83 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Physician Wealth Advisors first reported a position in SITE in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.9K in Q3 2025. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Physician Wealth Advisors held 83 shares of SiteOne Landscape Supply worth $9.5K as of Q2 2026.
Physician Wealth Advisors sold 29 SiteOne Landscape Supply shares in Q2 2026, an estimated $3.5K.
SiteOne Landscape Supply made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #887 holding.
Physician Wealth Advisors first reported a position in SiteOne Landscape Supply in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's SiteOne Landscape Supply position peaked at $14.9K in Q3 2025.
393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.