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

AE 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 Q2	$759K	Buy	+11,139	New	+$690K	﹤0.01%	1025
2022 Q2	–	Sell	-2,533	Closed	-$311K	–	1826
2022 Q1	$311K	Sell	2,533 -78	-3%	-$10.9K	﹤0.01%	1403
2021 Q4	$420K	Sell	2,611 -475	-15%	-$73.5K	﹤0.01%	1325
2021 Q3	$452K	Sell	3,086 -90	-3%	-$14.7K	﹤0.01%	1208
2021 Q2	$609K	Buy	3,176 +1,511	+91%	+$333K	0.01%	1065
2021 Q1	$408K	Buy	+1,665	New	+$377K	﹤0.01%	1115

Other funds holding SMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

AE Wealth Management's SMG Position: Q2 2026 in Review

AE Wealth Management opened a new position in ScottsMiracle-Gro (SMG) in Q2 2026: 11,139 shares worth $759K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SMG as recently as Q1 2022.

AE Wealth Management first reported a position in SMG in Q1 2021 and has held it in 6 quarters since. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

AE Wealth Management held 11,139 shares of ScottsMiracle-Gro worth $759K as of Q2 2026.
ScottsMiracle-Gro was a new AE Wealth Management position in Q2 2026.
ScottsMiracle-Gro made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1025 holding.
AE Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2021 and has held it in 6 quarters since.
464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.