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

Thrive 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	-1,574	Closed	-$203K	–	251
2025 Q3	$203K	Buy	+1,574	New	+$214K	0.03%	231
2024 Q4	–	Sell	-1,362	Closed	-$206K	–	223
2024 Q3	$206K	Buy	+1,362	New	+$187K	0.04%	211
2024 Q2	–	Sell	-1,435	Closed	-$250K	–	225
2024 Q1	$250K	Sell	1,435 -64	-4%	-$10.6K	0.05%	180
2023 Q4	$244K	Sell	1,499 -14	-0.9%	-$2.04K	0.05%	164
2023 Q3	$247K	Buy	1,513 +11	+0.7%	+$1.8K	0.07%	146
2023 Q2	$251K	Sell	1,502 -389	-21%	-$57.4K	0.07%	152
2023 Q1	$259K	Buy	+1,891	New	+$266K	0.07%	140
2022 Q2	–	Sell	-1,260	Closed	-$204K	–	159
2022 Q1	$204K	Buy	1,260 +117	+10%	+$21.3K	0.06%	151
2021 Q4	$277K	Buy	+1,143	New	+$264K	0.09%	123

Other funds holding SITE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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

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

Thrive Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q4 2025, closing a stake of 1,574 shares — an estimated $203K sold.

Thrive Wealth Management first reported a position in SITE in Q4 2021 and held it in 9 quarters. The position peaked at $277K in Q4 2021. 409 funds tracked by Wall St. Rank hold SITE as of Q4 2025.

Thrive Wealth Management reported no remaining SiteOne Landscape Supply position as of Q4 2025 after selling out during the quarter.
Thrive Wealth Management sold 1,574 SiteOne Landscape Supply shares in Q4 2025, an estimated $203K.
Thrive Wealth Management first reported a position in SiteOne Landscape Supply in Q4 2021 and held it in 9 quarters.
Thrive Wealth Management's SiteOne Landscape Supply position peaked at $277K in Q4 2021.
409 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2025.

Based on Thrive Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.