Cary Street Partners Investment Advisory’s ScottsMiracle-Gro SMG Stock Holding History

Cary Street Partners Investment Advisory’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	$24.9K	Buy	366 +275	+302%	+$17K	0.01%	649
2026 Q1	$5.53K	Buy	91 +48	+112%	+$3.1K	﹤0.01%	653
2025 Q4	$2.51K	Buy	43 +40	+1,333%	+$2.24K	﹤0.01%	663
2025 Q3	$171	Sell	3 -3	-50%	-$189	﹤0.01%	608
2025 Q2	$396	Buy	6 +2	+50%	+$116	﹤0.01%	590
2025 Q1	$220	Buy	+4	New	+$259	﹤0.01%	564
2023 Q4	–	Sell	-100	Closed	-$5.17K	–	1634
2023 Q3	$5.17K	Sell	100 -210	-68%	-$12.2K	﹤0.01%	1465
2023 Q2	$19.4K	Hold	310	–	–	﹤0.01%	1053
2023 Q1	$21.6K	Hold	310	–	–	﹤0.01%	952
2022 Q4	$15.1K	Buy	+310	New	+$15.5K	﹤0.01%	1044

Other funds holding SMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cary Street Partners Investment Advisory's SMG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its ScottsMiracle-Gro (SMG) stake by 302% in Q2 2026, buying an estimated $17K and bringing the position to 366 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #649.

Cary Street Partners Investment Advisory first reported a position in SMG in Q4 2022 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Cary Street Partners Investment Advisory held 366 shares of ScottsMiracle-Gro worth $24.9K as of Q2 2026.
Cary Street Partners Investment Advisory bought 275 ScottsMiracle-Gro shares in Q2 2026, an estimated $17K.
ScottsMiracle-Gro made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #649 holding.
Cary Street Partners Investment Advisory first reported a position in ScottsMiracle-Gro in Q4 2022 and has held it in 10 quarters since.
266 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.