Private Wealth Management Group’s SiteOne Landscape Supply SITE Stock Holding History

Private Wealth Management Group’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	–	Sell	-22	Closed	-$2.52K	–	1564
2026 Q2	$2.52K	Buy	22 +17	+340%	+$2.05K	﹤0.01%	1085
2026 Q1	$666	Hold	5	–	–	﹤0.01%	1326
2025 Q4	$623	Hold	5	–	–	﹤0.01%	1365
2025 Q3	$644	Hold	5	–	–	﹤0.01%	1384
2025 Q2	$605	Sell	5 -36	-88%	-$4.25K	﹤0.01%	1387
2025 Q1	$4.98K	Hold	41	–	–	﹤0.01%	727
2024 Q4	$5.4K	Hold	41	–	–	﹤0.01%	711
2024 Q3	$6.19K	Sell	41 -13	-24%	-$1.78K	﹤0.01%	644
2024 Q2	$6.56K	Buy	+54	New	+$8.16K	﹤0.01%	601

Other funds holding SITE

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Private Wealth Management Group's SITE Position: Q3 2026 in Review

Private Wealth Management Group sold out of SiteOne Landscape Supply (SITE) in Q3 2026, closing a stake of 22 shares — an estimated $2.52K sold.

Private Wealth Management Group first reported a position in SITE in Q2 2024 and held it in 9 quarters. The position peaked at $6.56K in Q2 2024. 287 funds tracked by Wall St. Rank hold SITE as of Q3 2026.

Private Wealth Management Group reported no remaining SiteOne Landscape Supply position as of Q3 2026 after selling out during the quarter.
Private Wealth Management Group sold 22 SiteOne Landscape Supply shares in Q3 2026, an estimated $2.52K.
Private Wealth Management Group first reported a position in SiteOne Landscape Supply in Q2 2024 and held it in 9 quarters.
Private Wealth Management Group's SiteOne Landscape Supply position peaked at $6.56K in Q2 2024.
287 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.