Abound Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Abound Wealth Management’s Portfolio SMG Stock Details SMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-3,582	Closed	-$244K	–	1514
2026 Q2	$244K	Buy	3,582 +1,187	+50%	+$73.5K	0.05%	88
2026 Q1	$146K	Buy	2,395 +23	+1%	+$1.49K	0.03%	114
2025 Q4	$138K	Buy	2,372 +28	+1%	+$1.57K	0.03%	110
2025 Q3	$133K	Buy	2,344 +25	+1%	+$1.58K	0.03%	106
2025 Q2	$153K	Buy	2,319 +24	+1%	+$1.39K	0.04%	97
2025 Q1	$126K	Buy	+2,295	New	+$148K	0.04%	92
2024 Q1	–	Sell	-38	Closed	-$2.42K	–	1387
2023 Q4	$2.42K	Buy	+38	New	+$2.05K	﹤0.01%	632

Other funds holding SMG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Abound Wealth Management's SMG Position: Q3 2026 in Review

Abound Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2026, closing a stake of 3,582 shares — an estimated $244K sold.

Abound Wealth Management first reported a position in SMG in Q4 2023 and held it in 7 quarters. The position peaked at $244K in Q2 2026. 294 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Abound Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2026 after selling out during the quarter.
Abound Wealth Management sold 3,582 ScottsMiracle-Gro shares in Q3 2026, an estimated $244K.
Abound Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 7 quarters.
Abound Wealth Management's ScottsMiracle-Gro position peaked at $244K in Q2 2026.
294 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.