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Spire Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Spire Wealth Management’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
2025
Q4 		– Sell
-27
Closed -$3.48K – 2464
2025
Q3 		$3.48K Hold
27
– – ﹤0.01% 2048
2025
Q2 		$3.27K Hold
27
– – ﹤0.01% 2063
2025
Q1 		$3.28K Sell
27
-15
-36% -$1.99K ﹤0.01% 2171
2024
Q4 		$5.53K Buy
42
+15
+56% +$2.16K ﹤0.01% 2014
2024
Q3 		$4.08K Sell
27
-14
-34% -$1.92K ﹤0.01% 1862
2024
Q2 		$4.98K Sell
41
-4
-9% -$605 ﹤0.01% 1828
2024
Q1 		$7.86K Hold
45
– – ﹤0.01% 1784
2023
Q4 		$7.18K Hold
45
– – ﹤0.01% 1847
2023
Q3 		$7.36K Hold
45
– – ﹤0.01% 1829
2023
Q2 		$7.53K Sell
45
-17
-27% -$2.51K ﹤0.01% 1894
2023
Q1 		$8.49K Buy
62
+26
+72% +$3.66K ﹤0.01% 1906
2022
Q4 		$4K Hold
36
– – ﹤0.01% 1920
2022
Q3 		$4K Sell
36
-62
-63% -$7.76K ﹤0.01% 1818
2022
Q2 		$12K Sell
98
-300
-75% -$40.3K ﹤0.01% 1863
2022
Q1 		$64K Sell
398
-258
-39% -$46.9K ﹤0.01% 1348
2021
Q4 		$159K Buy
656
+119
+22% +$27.5K ﹤0.01% 1200
2021
Q3 		$107K Buy
537
+26
+5% +$4.91K ﹤0.01% 1172
2021
Q2 		$86K Sell
511
-230
-31% -$40.2K ﹤0.01% 1243
2021
Q1 		$128K Buy
+741
New +$123K ﹤0.01% 1284

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Spire Wealth Management's SITE Position: Q4 2025 in Review

Spire Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q4 2025, closing a stake of 27 shares — an estimated $3.48K sold.

Spire Wealth Management first reported a position in SITE in Q1 2021 and held it in 19 quarters. The position peaked at $159K in Q4 2021. 409 funds tracked by Wall St. Rank hold SITE as of Q4 2025.

  • Spire Wealth Management reported no remaining SiteOne Landscape Supply position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 27 SiteOne Landscape Supply shares in Q4 2025, an estimated $3.48K.
  • Spire Wealth Management first reported a position in SiteOne Landscape Supply in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's SiteOne Landscape Supply position peaked at $159K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.