Creative Planning’s ScottsMiracle-Gro SMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$833K Buy
13,698
+802
+6% +$51.9K ﹤0.01% 2609
2025
Q4
$753K Buy
12,896
+1,628
+14% +$91.3K ﹤0.01% 2502
2025
Q3
$642K Sell
11,268
-40
-0.4% -$2.52K ﹤0.01% 2518
2025
Q2
$746K Buy
11,308
+2,812
+33% +$163K ﹤0.01% 2099
2025
Q1
$466K Buy
8,496
+400
+5% +$25.9K ﹤0.01% 2347
2024
Q4
$537K Sell
8,096
-179
-2% -$14.2K ﹤0.01% 2150
2024
Q3
$717K Buy
8,275
+411
+5% +$28.9K ﹤0.01% 1794
2024
Q2
$512K Buy
7,864
+522
+7% +$35.7K ﹤0.01% 1924
2024
Q1
$548K Buy
7,342
+500
+7% +$31.1K ﹤0.01% 1797
2023
Q4
$436K Sell
6,842
-843
-11% -$45.5K ﹤0.01% 1795
2023
Q3
$397K Buy
7,685
+237
+3% +$13.7K ﹤0.01% 1723
2023
Q2
$467K Sell
7,448
-813
-10% -$54.5K ﹤0.01% 1591
2023
Q1
$576K Buy
8,261
+539
+7% +$38.8K ﹤0.01% 1381
2022
Q4
$375K Buy
7,722
+2,038
+36% +$102K ﹤0.01% 1578
2022
Q3
$243K Buy
5,684
+485
+9% +$34.8K ﹤0.01% 1776
2022
Q2
$411K Buy
5,199
+708
+16% +$70K ﹤0.01% 1429
2022
Q1
$552K Buy
4,491
+33
+0.7% +$4.62K ﹤0.01% 1272
2021
Q4
$718K Buy
4,458
+425
+11% +$65.8K ﹤0.01% 1113
2021
Q3
$590K Buy
4,033
+62
+2% +$10.2K ﹤0.01% 1205
2021
Q2
$762K Sell
3,971
-4,237
-52% -$935K ﹤0.01% 1058
2021
Q1
$2.01M Buy
8,208
+68
+0.8% +$15.4K ﹤0.01% 725
2020
Q4
$1.62M Buy
8,140
+1,972
+32% +$338K ﹤0.01% 747
2020
Q3
$943K Sell
6,168
-3,178
-34% -$491K ﹤0.01% 831
2020
Q2
$1.26M Buy
9,346
+3,035
+48% +$392K ﹤0.01% 658
2020
Q1
$646K Buy
6,311
+1,124
+22% +$124K ﹤0.01% 823
2019
Q4
$551K Sell
5,187
-35
-0.7% -$3.58K ﹤0.01% 1056
2019
Q3
$532K Buy
5,222
+192
+4% +$20.1K ﹤0.01% 1027
2019
Q2
$495K Sell
5,030
-956
-16% -$85K ﹤0.01% 1080
2019
Q1
$470K Buy
5,986
+333
+6% +$25.1K ﹤0.01% 1064
2018
Q4
$347K Buy
5,653
+858
+18% +$61K ﹤0.01% 1151
2018
Q3
$378K Buy
4,795
+389
+9% +$30.6K ﹤0.01% 1256
2018
Q2
$366K Sell
4,406
-118
-3% -$9.88K ﹤0.01% 1252
2018
Q1
$388K Buy
4,524
+93
+2% +$8.85K ﹤0.01% 1208
2017
Q4
$474K Sell
4,431
-170
-4% -$17K ﹤0.01% 1108
2017
Q3
$448K Buy
4,601
+2,504
+119% +$237K ﹤0.01% 1108
2017
Q2
$188K Buy
2,097
+646
+45% +$58.2K ﹤0.01% 1555
2017
Q1
$135K Buy
1,451
+60
+4% +$5.56K ﹤0.01% 1762
2016
Q4
$133K Buy
1,391
+168
+14% +$15.1K ﹤0.01% 1673
2016
Q3
$102K Buy
1,223
+359
+42% +$28.3K ﹤0.01% 1836
2016
Q2
$60K Buy
864
+50
+6% +$3.47K ﹤0.01% 2013
2016
Q1
$59K Sell
814
-36
-4% -$2.45K ﹤0.01% 1980
2015
Q4
$55K Buy
850
+37
+5% +$2.45K ﹤0.01% 2046
2015
Q3
$49K Buy
+813
New +$50.2K ﹤0.01% 2057
2015
Q2
Sell
-851
Closed -$57K 2713
2015
Q1
$57K Buy
851
+39
+5% +$2.54K ﹤0.01% 1940
2014
Q4
$51K Sell
812
-2,400
-75% -$143K ﹤0.01% 1995
2014
Q3
$177K Buy
3,212
+2,503
+353% +$141K ﹤0.01% 1124
2014
Q2
$40K Hold
709
﹤0.01% 2026
2014
Q1
$43K Hold
709
﹤0.01% 1901
2013
Q4
$44K Hold
709
﹤0.01% 1696
2013
Q3
$39K Sell
709
-200
-22% -$10.5K ﹤0.01% 1670
2013
Q2
$44K Buy
+909
New +$42.3K ﹤0.01% 1454

Other funds holding SMG

Creative Planning's SMG Position: Q1 2026 in Review

Creative Planning increased its ScottsMiracle-Gro (SMG) stake by 6.2% in Q1 2026, buying an estimated $51.9K and bringing the position to 13,698 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Creative Planning first reported a position in SMG in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.01M in Q1 2021. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Creative Planning held 13,698 shares of ScottsMiracle-Gro worth $833K as of Q1 2026.
  • Creative Planning bought 802 ScottsMiracle-Gro shares in Q1 2026, an estimated $51.9K.
  • ScottsMiracle-Gro made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2609 holding.
  • Creative Planning first reported a position in ScottsMiracle-Gro in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's ScottsMiracle-Gro position peaked at $2.01M in Q1 2021.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.