Creative Planning’s ScottsMiracle-Gro SMG Stock Holding History

Creative Planning’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
2018 Q4	–	Sell	-300	Closed	-$2K	–	2092
2018 Q3	$2K	Buy	+300	New	+$23.6K	﹤0.01%	2044
2016 Q2	–	Sell	-1,000	Closed	-$8K	–	4502
2016 Q1	$8K	Buy	+1,000	New	+$68K	﹤0.01%	3345

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

Creative Planning's SMG Position: Q2 2026 in Review

Creative Planning reduced its ScottsMiracle-Gro (SMG) stake by 16% in Q2 2026, selling an estimated $135K and leaving 11,516 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Creative Planning first reported a position in SMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.01M in Q1 2021. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Creative Planning held 11,516 shares of ScottsMiracle-Gro worth $784K as of Q2 2026.
Creative Planning sold 2,182 ScottsMiracle-Gro shares in Q2 2026, an estimated $135K.
ScottsMiracle-Gro made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2849 holding.
Creative Planning first reported a position in ScottsMiracle-Gro in Q2 2013 and has held it in 52 quarters since.
Creative Planning's ScottsMiracle-Gro position peaked at $2.01M in Q1 2021.
464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.