Bartlett & Co Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Bartlett & Co 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 Q2	–	Sell	-105	Closed	-$5.77K	–	1319
2025 Q1	$5.77K	Buy	+105	New	+$6.79K	﹤0.01%	973
2023 Q2	–	Sell	-400	Closed	-$27.9K	–	1180
2023 Q1	$27.9K	Hold	400	–	–	﹤0.01%	658
2022 Q4	$19.4K	Hold	400	–	–	﹤0.01%	726
2022 Q3	$17.1K	Sell	400 -162	-29%	-$11.6K	﹤0.01%	727
2022 Q2	$44.4K	Buy	562 +62	+12%	+$6.13K	﹤0.01%	588
2022 Q1	$61.5K	Buy	+500	New	+$70K	﹤0.01%	553
2021 Q4	–	Sell	-400	Closed	-$58.5K	–	801
2021 Q3	$58.5K	Hold	400	–	–	﹤0.01%	486
2021 Q2	$76.8K	Hold	400	–	–	﹤0.01%	446
2021 Q1	$98K	Hold	400	–	–	﹤0.01%	419
2020 Q4	$79.7K	Hold	400	–	–	﹤0.01%	455
2020 Q3	$61.2K	Hold	400	–	–	﹤0.01%	465
2020 Q2	$53.8K	Hold	400	–	–	﹤0.01%	485
2020 Q1	$41K	Hold	400	–	–	﹤0.01%	498
2019 Q4	$42.5K	Hold	400	–	–	﹤0.01%	560
2019 Q3	$40.7K	Sell	400 -100	-20%	-$10.5K	﹤0.01%	566
2019 Q2	$49.3K	Sell	500 -500	-50%	-$44.5K	﹤0.01%	432
2019 Q1	$78.6K	Hold	1,000	–	–	﹤0.01%	349
2018 Q4	$61.5K	Hold	1,000	–	–	﹤0.01%	377
2018 Q3	$78.7K	Hold	1,000	–	–	﹤0.01%	357
2018 Q2	$83.2K	Hold	1,000	–	–	﹤0.01%	344
2018 Q1	$85.8K	Buy	+1,000	New	+$95.2K	﹤0.01%	346

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Bartlett & Co Wealth Management's SMG Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 105 shares — an estimated $5.77K sold.

Bartlett & Co Wealth Management first reported a position in SMG in Q1 2018 and held it in 21 quarters. The position peaked at $98K in Q1 2021. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 105 ScottsMiracle-Gro shares in Q2 2025, an estimated $5.77K.
Bartlett & Co Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 21 quarters.
Bartlett & Co Wealth Management's ScottsMiracle-Gro position peaked at $98K in Q1 2021.
448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.