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SMG icon

Covestor’s ScottsMiracle-Gro SMG Stock Holding History

Covestor’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
Q1 		$7K Sell
112
-549
-83% -$35.5K ﹤0.01% 1687
2025
Q4 		$39K Buy
661
+134
+25% +$7.52K 0.02% 1008
2025
Q3 		$30K Buy
527
+352
+201% +$22.2K 0.02% 1130
2025
Q2 		$12K Hold
175
– – 0.01% 1491
2025
Q1 		$10K Sell
175
-125
-42% -$8.08K 0.01% 1516
2024
Q4 		$20K Buy
300
+125
+71% +$9.88K 0.01% 1197
2024
Q3 		$15K Hold
175
– – 0.01% 1335
2024
Q2 		$11K Hold
175
– – 0.01% 1490
2024
Q1 		$13K Sell
175
-1,814
-91% -$113K 0.01% 1400
2023
Q4 		$127K Buy
1,989
+613
+45% +$33.1K 0.09% 349
2023
Q3 		$71K Buy
1,376
+264
+24% +$15.3K 0.05% 613
2023
Q2 		$70K Buy
1,112
+909
+448% +$61K 0.05% 637
2023
Q1 		$14K Buy
203
+3
+2% +$216 0.01% 1154
2022
Q4 		$10K Sell
200
-79
-28% -$3.96K 0.01% 1340
2022
Q3 		$12K Sell
279
-685
-71% -$49.2K 0.01% 1201
2022
Q2 		$76K Buy
964
+200
+26% +$19.8K 0.06% 560
2022
Q1 		$94K Buy
764
+451
+144% +$63.1K 0.06% 546
2021
Q4 		$50K Buy
+313
New +$48.4K 0.07% 537

Other funds holding SMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Covestor's SMG Position: Q1 2026 in Review

Covestor reduced its ScottsMiracle-Gro (SMG) stake by 83% in Q1 2026, selling an estimated $35.5K and leaving 112 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Covestor first reported a position in SMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $127K in Q4 2023. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Covestor held 112 shares of ScottsMiracle-Gro worth $7K as of Q1 2026.
  • Covestor sold 549 ScottsMiracle-Gro shares in Q1 2026, an estimated $35.5K.
  • ScottsMiracle-Gro made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1687 holding.
  • Covestor first reported a position in ScottsMiracle-Gro in Q4 2021 and has held it in 18 quarters since.
  • Covestor's ScottsMiracle-Gro position peaked at $127K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.