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Cassaday & Co Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-420
Closed -$25.5K – 1421
2026
Q1 		$25.5K Buy
+420
New +$27.2K ﹤0.01% 747

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

Cassaday & Co Wealth Management's SMG Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2026, closing a stake of 420 shares — an estimated $25.5K sold.

Cassaday & Co Wealth Management first reported a position in SMG in Q1 2026 and held it in 1 quarter. The position peaked at $25.5K in Q1 2026. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 420 ScottsMiracle-Gro shares in Q2 2026, an estimated $25.5K.
  • Cassaday & Co Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's ScottsMiracle-Gro position peaked at $25.5K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.