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Carlson Financial’s ScottsMiracle-Gro SMG Stock Holding History

Carlson Financial’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 		$225K Sell
3,305
-455
-12% -$28.2K 0.11% 172
2026
Q1 		$229K Sell
3,760
-104
-3% -$6.73K 0.13% 151
2025
Q4 		$225K Buy
+3,864
New +$217K 0.13% 157

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

Carlson Financial's SMG Position: Q2 2026 in Review

Carlson Financial reduced its ScottsMiracle-Gro (SMG) stake by 12% in Q2 2026, selling an estimated $28.2K and leaving 3,305 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #172.

Carlson Financial first reported a position in SMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q1 2026. 462 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Carlson Financial held 3,305 shares of ScottsMiracle-Gro worth $225K as of Q2 2026.
  • Carlson Financial sold 455 ScottsMiracle-Gro shares in Q2 2026, an estimated $28.2K.
  • ScottsMiracle-Gro made up 0.11% of Carlson Financial's portfolio in Q2 2026, its #172 holding.
  • Carlson Financial first reported a position in ScottsMiracle-Gro in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's ScottsMiracle-Gro position peaked at $229K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.