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

Bernard 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 		– Sell
-100
Closed -$6.08K – 360
2026
Q1 		$6.08K Hold
100
– – ﹤0.01% 247
2025
Q4 		$5.83K Sell
100
-50
-33% -$2.81K ﹤0.01% 239
2025
Q3 		$8.54K Hold
150
– – ﹤0.01% 224
2025
Q2 		$9.89K Hold
150
– – ﹤0.01% 215
2025
Q1 		$8.23K Hold
150
– – ﹤0.01% 232
2024
Q4 		$9.95K Buy
+150
New +$11.9K ﹤0.01% 214

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
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

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

Bernard Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2026, closing a stake of 100 shares — an estimated $6.08K sold.

Bernard Wealth Management first reported a position in SMG in Q4 2024 and held it in 6 quarters. The position peaked at $9.95K in Q4 2024. 463 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Bernard Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 100 ScottsMiracle-Gro shares in Q2 2026, an estimated $6.08K.
  • Bernard Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's ScottsMiracle-Gro position peaked at $9.95K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.