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Advisor OS’s ScottsMiracle-Gro SMG Stock Holding History

Advisor OS’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
-3,563
Closed -$236K – 455
2024
Q4 		$236K Sell
3,563
-2,935
-45% -$232K 0.03% 370
2024
Q3 		$563K Sell
6,498
-3,408
-34% -$239K 0.06% 237
2024
Q2 		$644K Sell
9,906
-14
-0.1% -$957 0.07% 211
2024
Q1 		$740K Buy
9,920
+844
+9% +$52.4K 0.09% 195
2023
Q4 		$579K Sell
9,076
-532
-6% -$28.7K 0.08% 200
2023
Q3 		$497K Buy
9,608
+410
+4% +$23.8K 0.07% 187
2023
Q2 		$577K Buy
9,198
+170
+2% +$11.4K 0.09% 191
2023
Q1 		$630K Buy
9,028
+364
+4% +$26.2K 0.15% 151
2022
Q4 		$421K Buy
8,664
+1,891
+28% +$94.7K 0.11% 161
2022
Q3 		$290K Sell
6,773
-814
-11% -$58.4K 0.09% 163
2022
Q2 		$599K Buy
7,587
+331
+5% +$32.7K 0.17% 126
2022
Q1 		$892K Buy
7,256
+1,523
+27% +$213K 0.26% 93
2021
Q4 		$923K Buy
5,733
+11
+0.2% +$1.7K 0.19% 116
2021
Q3 		$837K Buy
5,722
+832
+17% +$136K 0.18% 105
2021
Q2 		$938K Buy
4,890
+2,060
+73% +$454K 0.19% 93
2021
Q1 		$693K Buy
2,830
+1,172
+71% +$265K 0.16% 103
2020
Q4 		$330K Buy
+1,658
New +$284K 0.09% 103

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
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

Advisor OS's SMG Position: Q1 2025 in Review

Advisor OS sold out of ScottsMiracle-Gro (SMG) in Q1 2025, closing a stake of 3,563 shares — an estimated $236K sold.

Advisor OS first reported a position in SMG in Q4 2020 and held it in 17 quarters. The position peaked at $938K in Q2 2021. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2025.

  • Advisor OS reported no remaining ScottsMiracle-Gro position as of Q1 2025 after selling out during the quarter.
  • Advisor OS sold 3,563 ScottsMiracle-Gro shares in Q1 2025, an estimated $236K.
  • Advisor OS first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 17 quarters.
  • Advisor OS's ScottsMiracle-Gro position peaked at $938K in Q2 2021.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.