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Carolinas Wealth Consulting’s ScottsMiracle-Gro SMG Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-46
Closed -$2.52K – 794
2025
Q1 		$2.52K Hold
46
– – ﹤0.01% 749
2024
Q4 		$3.05K Sell
46
-6
-12% -$474 ﹤0.01% 736
2024
Q3 		$4.51K Hold
52
– – ﹤0.01% 680
2024
Q2 		$3.38K Sell
52
-7
-12% -$479 ﹤0.01% 710
2024
Q1 		$4.4K Sell
59
-5
-8% -$311 ﹤0.01% 664
2023
Q4 		$4.08K Buy
64
+12
+23% +$648 ﹤0.01% 649
2023
Q3 		$2.31K Sell
52
-129
-71% -$7.47K ﹤0.01% 727
2023
Q2 		$11.3K Sell
181
-32
-15% -$2.15K ﹤0.01% 573
2023
Q1 		$14.9K Buy
213
+12
+6% +$863 ﹤0.01% 542
2022
Q4 		$9.77K Buy
201
+27
+16% +$1.35K ﹤0.01% 626
2022
Q3 		$7K Hold
174
– – ﹤0.01% 635
2022
Q2 		$14K Buy
174
+15
+9% +$1.48K ﹤0.01% 523
2022
Q1 		$20K Sell
159
-4
-2% -$560 ﹤0.01% 482
2021
Q4 		$26K Sell
163
-1
-0.6% -$155 0.01% 447
2021
Q3 		$24K Hold
164
– – 0.01% 445
2021
Q2 		$31K Hold
164
– – 0.01% 430
2021
Q1 		$40K Hold
164
– – 0.01% 402
2020
Q4 		$33K Sell
164
-55
-25% -$9.43K 0.01% 403
2020
Q3 		$34K Buy
219
+171
+356% +$26.4K 0.01% 335
2020
Q2 		$6K Buy
+48
New +$6.2K ﹤0.01% 383

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carolinas Wealth Consulting's SMG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 46 shares — an estimated $2.52K sold.

Carolinas Wealth Consulting first reported a position in SMG in Q2 2020 and held it in 20 quarters. The position peaked at $40K in Q1 2021. 449 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 46 ScottsMiracle-Gro shares in Q2 2025, an estimated $2.52K.
  • Carolinas Wealth Consulting first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's ScottsMiracle-Gro position peaked at $40K in Q1 2021.
  • 449 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.