Carolina Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Carolina Wealth 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
2026 Q2	$2.95M	Sell	43,263 -670	-2%	-$41.5K	1.15%	25
2026 Q1	$2.67M	Buy	43,933 +42,970	+4,462%	+$2.78M	1.11%	27
2025 Q4	$56.2K	Sell	963 -5	-0.5%	-$280	0.03%	114
2025 Q3	$55.1K	Buy	+968	New	+$61K	0.02%	112

Other funds holding SMG

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Carolina Wealth Advisors's SMG Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its ScottsMiracle-Gro (SMG) stake by 1.5% in Q2 2026, selling an estimated $41.5K and leaving 43,263 shares worth $2.95M. The position accounts for 1.15% of the portfolio, ranked #25.

Carolina Wealth Advisors first reported a position in SMG in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Carolina Wealth Advisors held 43,263 shares of ScottsMiracle-Gro worth $2.95M as of Q2 2026.
Carolina Wealth Advisors sold 670 ScottsMiracle-Gro shares in Q2 2026, an estimated $41.5K.
ScottsMiracle-Gro made up 1.15% of Carolina Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Carolina Wealth Advisors first reported a position in ScottsMiracle-Gro in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.