Pinnacle Wealth Planning Services’s SiteOne Landscape Supply SITE Stock Holding History

Pinnacle Wealth Planning Services’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	$4.35K	Sell	38 -2	-5%	-$242	﹤0.01%	2326
2026 Q1	$5.32K	Sell	40 -5	-11%	-$707	﹤0.01%	2246
2025 Q4	$5.61K	Buy	+45	New	+$5.7K	﹤0.01%	2245
2021 Q1	–	Sell	-1,213	Closed	-$192K	–	1675
2020 Q4	$192K	Buy	+1,213	New	+$166K	0.05%	293

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

Pinnacle Wealth Planning Services's SITE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its SiteOne Landscape Supply (SITE) stake by 5% in Q2 2026, selling an estimated $242 and leaving 38 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Pinnacle Wealth Planning Services first reported a position in SITE in Q4 2020 and has held it in 4 quarters since. The position peaked at $192K in Q4 2020. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Pinnacle Wealth Planning Services held 38 shares of SiteOne Landscape Supply worth $4.35K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2 SiteOne Landscape Supply shares in Q2 2026, an estimated $242.
SiteOne Landscape Supply made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2326 holding.
Pinnacle Wealth Planning Services first reported a position in SiteOne Landscape Supply in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's SiteOne Landscape Supply position peaked at $192K in Q4 2020.
393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.