CV Advisors’s ScottsMiracle-Gro SMG Stock Holding History

CV Advisors’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	$395K	Hold	5,800	–	–	0.07%	92
2026 Q1	$353K	Hold	5,800	–	–	0.1%	34
2025 Q4	$338K	Hold	5,800	–	–	0.09%	37
2025 Q3	$330K	Hold	5,800	–	–	0.09%	39
2025 Q2	$383K	Hold	5,800	–	–	0.12%	29
2025 Q1	$318K	Hold	5,800	–	–	0.11%	29
2024 Q4	$385K	Buy	+5,800	New	+$459K	0.13%	23

Other funds holding SMG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SSI

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CV Advisors's SMG Position: Q2 2026 in Review

CV Advisors held its ScottsMiracle-Gro (SMG) position steady in Q2 2026 at 5,800 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #92.

CV Advisors first reported a position in SMG in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

CV Advisors held 5,800 shares of ScottsMiracle-Gro worth $395K as of Q2 2026.
CV Advisors left its ScottsMiracle-Gro share count unchanged in Q2 2026.
ScottsMiracle-Gro made up 0.07% of CV Advisors's portfolio in Q2 2026, its #92 holding.
CV Advisors first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.