Creative Planning
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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
2016
Q2 		– Sell
-500
Closed -$3K – 4503
2016
Q1 		$3K Buy
+500
New +$34K ﹤0.01% 3836

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

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.