TWM
SITE icon

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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $34B AUM 6.31% 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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return