Cornerstone Planning Group’s ScottsMiracle-Gro SMG Stock Holding History

Cornerstone Planning Group’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	$2.4K	Sell	35 -45	-56%	-$2.79K	﹤0.01%	1274
2026 Q1	$4.8K	Sell	80 -5	-6%	-$323	﹤0.01%	1093
2025 Q4	$5.34K	Sell	85 -215	-72%	-$12.1K	﹤0.01%	968
2025 Q3	$206	Buy	300 +213	+245%	+$13.4K	﹤0.01%	1606
2025 Q2	$5.34K	Sell	87 -55	-39%	-$3.18K	﹤0.01%	710
2025 Q1	$7.61K	Buy	142 +50	+54%	+$3.23K	﹤0.01%	633
2024 Q4	$7.15K	Sell	92 -6	-6%	-$474	﹤0.01%	503
2024 Q3	$8.62K	Sell	98 -36	-27%	-$2.53K	﹤0.01%	445
2024 Q2	$9.48K	Sell	134 -21	-14%	-$1.44K	﹤0.01%	449
2024 Q1	$10.9K	Hold	155	–	–	﹤0.01%	390
2023 Q4	$9.88K	Sell	155 -7	-4%	-$378	﹤0.01%	429
2023 Q3	$8.37K	Hold	162	–	–	﹤0.01%	462
2023 Q2	$10.2K	Buy	+162	New	+$10.9K	﹤0.01%	659
2022 Q4	$3.01K	Buy	+52	New	+$2.6K	﹤0.01%	1074

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

Cornerstone Planning Group's SMG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its ScottsMiracle-Gro (SMG) stake by 56% in Q2 2026, selling an estimated $2.79K and leaving 35 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Cornerstone Planning Group first reported a position in SMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.9K in Q1 2024. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Cornerstone Planning Group held 35 shares of ScottsMiracle-Gro worth $2.4K as of Q2 2026.
Cornerstone Planning Group sold 45 ScottsMiracle-Gro shares in Q2 2026, an estimated $2.79K.
ScottsMiracle-Gro made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1274 holding.
Cornerstone Planning Group first reported a position in ScottsMiracle-Gro in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's ScottsMiracle-Gro position peaked at $10.9K in Q1 2024.
464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.