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Costello Asset Management’s ScottsMiracle-Gro SMG Stock Holding History

Costello Asset 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
Q2 		$20.4K Hold
300
– – 0.01% 399
2026
Q1 		$18.2K Hold
300
– – 0.01% 401
2025
Q4 		$17.5K Hold
300
– – 0.01% 393
2025
Q3 		$17.1K Hold
300
– – 0.01% 395
2025
Q2 		$19.8K Hold
300
– – 0.01% 372
2025
Q1 		$16.5K Buy
+300
New +$19.4K 0.01% 379

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
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

Costello Asset Management's SMG Position: Q2 2026 in Review

Costello Asset Management held its ScottsMiracle-Gro (SMG) position steady in Q2 2026 at 300 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #399.

Costello Asset Management first reported a position in SMG in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Costello Asset Management held 300 shares of ScottsMiracle-Gro worth $20.4K as of Q2 2026.
  • Costello Asset Management left its ScottsMiracle-Gro share count unchanged in Q2 2026.
  • ScottsMiracle-Gro made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #399 holding.
  • Costello Asset Management first reported a position in ScottsMiracle-Gro in Q1 2025 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.