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SITE icon

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
Q3 		$79.6K Buy
881
+486
+123% +$47.8K 0.02% 353
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

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's SITE Position: Q3 2026 in Review

True Wealth Design increased its SiteOne Landscape Supply (SITE) stake by 123% in Q3 2026, buying an estimated $47.8K and bringing the position to 881 shares worth $79.6K. The position accounts for 0.02% of the portfolio, ranked #353.

True Wealth Design first reported a position in SITE in Q4 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold SITE as of Q3 2026.

  • True Wealth Design held 881 shares of SiteOne Landscape Supply worth $79.6K as of Q3 2026.
  • True Wealth Design bought 486 SiteOne Landscape Supply shares in Q3 2026, an estimated $47.8K.
  • SiteOne Landscape Supply made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #353 holding.
  • True Wealth Design first reported a position in SiteOne Landscape Supply in Q4 2024 and has held it in 8 quarters since.
  • 18 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.