Capstone Investment Advisors
SMG icon

Capstone Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-4,435
Closed -$253K – 2012
2025
Q3 		$253K Buy
+4,435
New +$280K ﹤0.01% 1713
2024
Q3 		– Sell
-3,942
Closed -$256K – 2191
2024
Q2 		$256K Buy
3,942
+25
+0.6% +$1.71K ﹤0.01% 1657
2024
Q1 		$292K Sell
3,917
-1,003
-20% -$62.3K ﹤0.01% 1850
2023
Q4 		$314K Buy
+4,920
New +$266K ﹤0.01% 1572
2017
Q1 		– Sell
-17,502
Closed -$1.67M – 1098
2016
Q4 		$1.67M Buy
+17,502
New +$1.57M 0.05% 309
2016
Q2 		– Sell
-7,000
Closed -$509K – 832
2016
Q1 		$509K Buy
+7,000
New +$476K 0.02% 420

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Investment Advisors's SMG Position: Q4 2025 in Review

Capstone Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 4,435 shares — an estimated $253K sold.

Capstone Investment Advisors first reported a position in SMG in Q1 2016 and held it in 6 quarters. The position peaked at $1.67M in Q4 2016. 432 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Capstone Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,435 ScottsMiracle-Gro shares in Q4 2025, an estimated $253K.
  • Capstone Investment Advisors first reported a position in ScottsMiracle-Gro in Q1 2016 and held it in 6 quarters.
  • Capstone Investment Advisors's ScottsMiracle-Gro position peaked at $1.67M in Q4 2016.
  • 432 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.