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

Activest 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
2025 Q1	–	Sell	-34	Closed	-$2.2K	–	1163
2024 Q4	$2.25K	Hold	34	–	–	﹤0.01%	423
2024 Q3	$2.93K	Hold	34	–	–	﹤0.01%	403
2024 Q2	$2.18K	Buy	34 +1	+3%	+$68	﹤0.01%	397
2024 Q1	$2.48K	Hold	33	–	–	﹤0.01%	298
2023 Q4	$2.11K	Hold	33	–	–	﹤0.01%	269
2023 Q3	$1.7K	Hold	33	–	–	﹤0.01%	278
2023 Q2	$7.57K	Buy	33 +1	+3%	+$67	0.01%	192
2023 Q1	$2.17K	Buy	+32	New	+$2.3K	﹤0.01%	250
2022 Q3	–	Sell	-32	Closed	-$2K	–	590
2022 Q2	$2K	Buy	32 +1	+3%	+$99	﹤0.01%	339
2022 Q1	$4K	Hold	31	–	–	﹤0.01%	276
2021 Q4	$5K	Hold	31	–	–	﹤0.01%	260
2021 Q3	$5K	Hold	31	–	–	﹤0.01%	291
2021 Q2	$6K	Sell	31 -1	-3%	-$221	﹤0.01%	248
2021 Q1	$8K	Buy	+32	New	+$7.25K	0.01%	213

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Activest Wealth Management's SMG Position: Q1 2025 in Review

Activest Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 34 shares — an estimated $2.2K sold.

Activest Wealth Management first reported a position in SMG in Q1 2021 and held it in 14 quarters. The position peaked at $8K in Q1 2021. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

Activest Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
Activest Wealth Management sold 34 ScottsMiracle-Gro shares in Q1 2025, an estimated $2.2K.
Activest Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 14 quarters.
Activest Wealth Management's ScottsMiracle-Gro position peaked at $8K in Q1 2021.
441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.