Clearstead Trust’s ScottsMiracle-Gro SMG Stock Holding History

Clearstead Trust’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	$6.47K	Sell	95 -3	-3%	-$186	﹤0.01%	723
2026 Q1	$5.96K	Hold	98	–	–	﹤0.01%	716
2025 Q4	$5.72K	Buy	98 +87	+791%	+$4.88K	﹤0.01%	730
2025 Q3	$627	Sell	11 -31	-74%	-$1.96K	﹤0.01%	1330
2025 Q2	$2.77K	Buy	+42	New	+$2.43K	﹤0.01%	872

Other funds holding SMG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Clearstead Trust's SMG Position: Q2 2026 in Review

Clearstead Trust reduced its ScottsMiracle-Gro (SMG) stake by 3.1% in Q2 2026, selling an estimated $186 and leaving 95 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Clearstead Trust first reported a position in SMG in Q2 2025 and has held it in 5 quarters since. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Clearstead Trust held 95 shares of ScottsMiracle-Gro worth $6.47K as of Q2 2026.
Clearstead Trust sold 3 ScottsMiracle-Gro shares in Q2 2026, an estimated $186.
ScottsMiracle-Gro made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #723 holding.
Clearstead Trust first reported a position in ScottsMiracle-Gro in Q2 2025 and has held it in 5 quarters since.
464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.