WA
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Waverly Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Waverly Advisors’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 		– Sell
-3,062
Closed -$408K – 1830
2026
Q1 		$408K Buy
+3,062
New +$433K ﹤0.01% 1175

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Kayne Anderson Rudnick Investment Management
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BAMCO Inc
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
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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

Waverly Advisors's SITE Position: Q2 2026 in Review

Waverly Advisors sold out of SiteOne Landscape Supply (SITE) in Q2 2026, closing a stake of 3,062 shares — an estimated $408K sold.

Waverly Advisors first reported a position in SITE in Q1 2026 and held it in 1 quarter. The position peaked at $408K in Q1 2026. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • Waverly Advisors reported no remaining SiteOne Landscape Supply position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 3,062 SiteOne Landscape Supply shares in Q2 2026, an estimated $408K.
  • Waverly Advisors first reported a position in SiteOne Landscape Supply in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's SiteOne Landscape Supply position peaked at $408K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.