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 Q3	–	Sell	-35	Closed	-$2.4K	–	1441
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	$9.9K	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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cornerstone Planning Group's SMG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of ScottsMiracle-Gro (SMG) in Q3 2026, closing a stake of 35 shares — an estimated $2.4K sold.

Cornerstone Planning Group first reported a position in SMG in Q4 2022 and held it in 14 quarters. The position peaked at $10.9K in Q1 2024. 82 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Cornerstone Planning Group reported no remaining ScottsMiracle-Gro position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 35 ScottsMiracle-Gro shares in Q3 2026, an estimated $2.4K.
Cornerstone Planning Group first reported a position in ScottsMiracle-Gro in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's ScottsMiracle-Gro position peaked at $10.9K in Q1 2024.
82 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.