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Clearstead Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Clearstead 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
Q1 		$596K Sell
9,803
-130
-1% -$8.41K 0.01% 670
2025
Q4 		$580K Sell
9,933
-473
-5% -$26.5K 0.01% 612
2025
Q3 		$593K Sell
10,406
-5,434
-34% -$343K 0.01% 578
2025
Q2 		$1.04M Buy
15,840
+1,008
+7% +$58.3K 0.01% 430
2025
Q1 		$814K Sell
14,832
-1,510
-9% -$97.6K 0.01% 457
2024
Q4 		$1.08M Sell
16,342
-15
-0.1% -$1.19K 0.02% 398
2024
Q3 		$1.42M Sell
16,357
-58
-0.4% -$4.08K 0.02% 352
2024
Q2 		$1.07M Buy
16,415
+5,513
+51% +$377K 0.02% 382
2024
Q1 		$761K Sell
10,902
-5
-0% -$311 0.04% 260
2023
Q4 		$695K Sell
10,907
-10,907
-50% -$589K 0.04% 269
2023
Q3 		$1.13M Buy
21,814
+10,907
+100% +$632K 0.03% 285
2023
Q2 		$684K Sell
10,907
-1,367
-11% -$91.7K 0.04% 256
2023
Q1 		$856K Buy
12,274
+34
+0.3% +$2.44K 0.06% 188
2022
Q4 		$595K Sell
12,240
-600
-5% -$30.1K 0.05% 228
2022
Q3 		$549K Sell
12,840
-430
-3% -$30.9K 0.05% 211
2022
Q2 		$1.05M Sell
13,270
-451
-3% -$44.6K 0.08% 168
2022
Q1 		$1.69M Sell
13,721
-17
-0.1% -$2.38K 0.11% 140
2021
Q4 		$2.21M Sell
13,738
-416
-3% -$64.4K 0.15% 116
2021
Q3 		$2.07M Sell
14,154
-25
-0.2% -$4.1K 0.15% 112
2021
Q2 		$2.72M Buy
14,179
+25
+0.2% +$5.51K 0.21% 91
2021
Q1 		$3.47M Hold
14,154
– – 0.29% 70
2020
Q4 		$2.82M Hold
14,154
– – 0.26% 79
2020
Q3 		$2.16M Hold
14,154
– – 0.23% 84
2020
Q2 		$1.9M Buy
14,154
+13,600
+2,455% +$1.76M 0.22% 86
2020
Q1 		$57K Buy
+554
New +$60.9K 0.01% 392

Other funds holding SMG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearstead Advisors's SMG Position: Q1 2026 in Review

Clearstead Advisors reduced its ScottsMiracle-Gro (SMG) stake by 1.3% in Q1 2026, selling an estimated $8.41K and leaving 9,803 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #670.

Clearstead Advisors first reported a position in SMG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.47M in Q1 2021. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Clearstead Advisors held 9,803 shares of ScottsMiracle-Gro worth $596K as of Q1 2026.
  • Clearstead Advisors sold 130 ScottsMiracle-Gro shares in Q1 2026, an estimated $8.41K.
  • ScottsMiracle-Gro made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #670 holding.
  • Clearstead Advisors first reported a position in ScottsMiracle-Gro in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's ScottsMiracle-Gro position peaked at $3.47M in Q1 2021.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.