Principia Wealth Advisory’s SiteOne Landscape Supply SITE Stock Holding History

Principia Wealth Advisory’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	–	Sell	-5	Closed	-$666	–	1094
2026 Q1	$666	Hold	5	–	–	﹤0.01%	797
2025 Q4	$623	Hold	5	–	–	﹤0.01%	784
2025 Q3	$644	Hold	5	–	–	﹤0.01%	745
2025 Q2	$605	Buy	+5	New	+$591	﹤0.01%	694

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

Principia Wealth Advisory's SITE Position: Q2 2026 in Review

Principia Wealth Advisory sold out of SiteOne Landscape Supply (SITE) in Q2 2026, closing a stake of 5 shares — an estimated $666 sold.

Principia Wealth Advisory first reported a position in SITE in Q2 2025 and held it in 4 quarters. The position peaked at $666 in Q1 2026. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Principia Wealth Advisory reported no remaining SiteOne Landscape Supply position as of Q2 2026 after selling out during the quarter.
Principia Wealth Advisory sold 5 SiteOne Landscape Supply shares in Q2 2026, an estimated $666.
Principia Wealth Advisory first reported a position in SiteOne Landscape Supply in Q2 2025 and held it in 4 quarters.
Principia Wealth Advisory's SiteOne Landscape Supply position peaked at $666 in Q1 2026.
393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.