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True Wealth Design’s SiteOne Landscape Supply SITE Stock Holding History

True Wealth Design’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 		$45.2K Sell
395
-165
-29% -$19.9K 0.01% 529
2026
Q1 		$74.5K Buy
560
+361
+181% +$51K 0.02% 287
2025
Q4 		$24.8K Buy
199
+168
+542% +$21.3K 0.01% 533
2025
Q3 		$3.99K Buy
31
+26
+520% +$3.53K ﹤0.01% 1168
2025
Q2 		$605 Hold
5
– – ﹤0.01% 1667
2025
Q1 		$608 Sell
5
-7
-58% -$928 ﹤0.01% 1473
2024
Q4 		$1.58K Buy
+12
New +$1.73K ﹤0.01% 799

Other funds holding SITE

T. Rowe Price Associates
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

True Wealth Design's SITE Position: Q2 2026 in Review

True Wealth Design reduced its SiteOne Landscape Supply (SITE) stake by 29% in Q2 2026, selling an estimated $19.9K and leaving 395 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #529.

True Wealth Design first reported a position in SITE in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.5K in Q1 2026. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • True Wealth Design held 395 shares of SiteOne Landscape Supply worth $45.2K as of Q2 2026.
  • True Wealth Design sold 165 SiteOne Landscape Supply shares in Q2 2026, an estimated $19.9K.
  • SiteOne Landscape Supply made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #529 holding.
  • True Wealth Design first reported a position in SiteOne Landscape Supply in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's SiteOne Landscape Supply position peaked at $74.5K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.