Planning Strategies’s SiteOne Landscape Supply SITE Stock Holding History

Planning Strategies’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	$229	Buy	+2	New	+$242	﹤0.01%	974

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's SITE Position: Q2 2026 in Review

Planning Strategies opened a new position in SiteOne Landscape Supply (SITE) in Q2 2026: 2 shares worth $229. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings.

367 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Planning Strategies held 2 shares of SiteOne Landscape Supply worth $229 as of Q2 2026.
SiteOne Landscape Supply was a new Planning Strategies position in Q2 2026.
SiteOne Landscape Supply made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #974 holding.
367 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.