Compass Financial Management
SMG icon

Compass Financial Management’s ScottsMiracle-Gro SMG Stock Holding History

Compass Financial 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
Q3 		$1.6M Buy
31,973
+235
+0.7% +$14.5K 0.17% 144
2026
Q2 		$2.16M Buy
+31,738
New +$1.97M 0.26% 104

Other funds holding SMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $16.8B AUM 27.12% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Compass Financial Management's SMG Position: Q3 2026 in Review

Compass Financial Management increased its ScottsMiracle-Gro (SMG) stake by 0.74% in Q3 2026, buying an estimated $14.5K and bringing the position to 31,973 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #144.

Compass Financial Management first reported a position in SMG in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.16M in Q2 2026. 344 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

  • Compass Financial Management held 31,973 shares of ScottsMiracle-Gro worth $1.6M as of Q3 2026.
  • Compass Financial Management bought 235 ScottsMiracle-Gro shares in Q3 2026, an estimated $14.5K.
  • ScottsMiracle-Gro made up 0.17% of Compass Financial Management's portfolio in Q3 2026, its #144 holding.
  • Compass Financial Management first reported a position in ScottsMiracle-Gro in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's ScottsMiracle-Gro position peaked at $2.16M in Q2 2026.
  • 344 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.