Capital Advisors Ltd’s ScottsMiracle-Gro SMG Stock Holding History

Capital Advisors Ltd’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	$4K	Hold	63	–	–	﹤0.01%	1018
2026 Q1	$4K	Hold	63	–	–	﹤0.01%	1014
2025 Q4	$4K	Hold	63	–	–	﹤0.01%	990
2025 Q3	$4K	Hold	63	–	–	﹤0.01%	973
2025 Q2	$4K	Buy	63 +6	+11%	+$347	﹤0.01%	978
2025 Q1	$3K	Hold	57	–	–	﹤0.01%	1006
2024 Q4	$4K	Hold	57	–	–	﹤0.01%	978
2024 Q3	$5K	Hold	57	–	–	﹤0.01%	929
2024 Q2	$4K	Hold	57	–	–	﹤0.01%	956
2024 Q1	$4K	Hold	57	–	–	﹤0.01%	933
2023 Q4	$4K	Hold	57	–	–	﹤0.01%	911
2023 Q3	$3K	Hold	57	–	–	﹤0.01%	955
2023 Q2	$4K	Sell	57 -64	-53%	-$4.29K	﹤0.01%	902
2023 Q1	$8K	Buy	121 +64	+112%	+$4.6K	﹤0.01%	599
2022 Q4	$3K	Sell	57 -35	-38%	-$1.75K	﹤0.01%	795
2022 Q3	$4K	Buy	92 +11	+14%	+$790	﹤0.01%	701
2022 Q2	$6K	Buy	81 +3	+4%	+$297	﹤0.01%	559
2022 Q1	$10K	Buy	78 +4	+5%	+$560	﹤0.01%	528
2021 Q4	$12K	Buy	+74	New	+$11.4K	﹤0.01%	502

Other funds holding SMG

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SSI

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Capital Advisors Ltd's SMG Position: Q2 2026 in Review

Capital Advisors Ltd held its ScottsMiracle-Gro (SMG) position steady in Q2 2026 at 63 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Capital Advisors Ltd first reported a position in SMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $12K in Q4 2021. 51 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Capital Advisors Ltd held 63 shares of ScottsMiracle-Gro worth $4K as of Q2 2026.
Capital Advisors Ltd left its ScottsMiracle-Gro share count unchanged in Q2 2026.
ScottsMiracle-Gro made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1018 holding.
Capital Advisors Ltd first reported a position in ScottsMiracle-Gro in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's ScottsMiracle-Gro position peaked at $12K in Q4 2021.
51 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.