Planning Strategies
SITE icon

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
Q3 		$361 Buy
4
+2
+100% +$197 ﹤0.01% 995
2026
Q2 		$229 Buy
+2
New +$242 ﹤0.01% 974

Other funds holding SITE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Baupost Group
Baupost Group Boston, Massachusetts $5.05B AUM 13.05% 1-Year Est. Return
Pertento Partners
Pertento Partners London, United Kingdom $2.09B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Planning Strategies's SITE Position: Q3 2026 in Review

Planning Strategies increased its SiteOne Landscape Supply (SITE) stake by 100% in Q3 2026, buying an estimated $197 and bringing the position to 4 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Planning Strategies first reported a position in SITE in Q2 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold SITE as of Q3 2026.

  • Planning Strategies held 4 shares of SiteOne Landscape Supply worth $361 as of Q3 2026.
  • Planning Strategies bought 2 SiteOne Landscape Supply shares in Q3 2026, an estimated $197.
  • SiteOne Landscape Supply made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #995 holding.
  • Planning Strategies first reported a position in SiteOne Landscape Supply in Q2 2026 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.