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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s SiteOne Landscape Supply SITE Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$1.83K Buy
16
+8
+100% +$966 ﹤0.01% 2079
2026
Q1 		$1.06K Hold
8
– – ﹤0.01% 2223
2025
Q4 		$996 Hold
8
– – ﹤0.01% 2299
2025
Q3 		$1.03K Hold
8
– – ﹤0.01% 2202
2025
Q2 		$968 Hold
8
– – ﹤0.01% 2170
2025
Q1 		$972 Hold
8
– – ﹤0.01% 2125
2024
Q4 		$1.05K Hold
8
– – ﹤0.01% 1997
2024
Q3 		$1.21K Buy
+8
New +$1.1K ﹤0.01% 2049

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T. Rowe Price Investment Management
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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AQR Capital Management
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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SITE Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its SiteOne Landscape Supply (SITE) stake by 100% in Q2 2026, buying an estimated $966 and bringing the position to 16 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SITE in Q3 2024 and has held it in 8 quarters since. 399 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 16 shares of SiteOne Landscape Supply worth $1.83K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 8 SiteOne Landscape Supply shares in Q2 2026, an estimated $966.
  • SiteOne Landscape Supply made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2079 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SiteOne Landscape Supply in Q3 2024 and has held it in 8 quarters since.
  • 399 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.