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 Q3	$291K	Hold	5,800	–	–	0.05%	100
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CV Advisors's SMG Position: Q3 2026 in Review

CV Advisors held its ScottsMiracle-Gro (SMG) position steady in Q3 2026 at 5,800 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #100.

CV Advisors first reported a position in SMG in Q4 2024 and has held it in 8 quarters since. The position peaked at $395K in Q2 2026. 88 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

CV Advisors held 5,800 shares of ScottsMiracle-Gro worth $291K as of Q3 2026.
CV Advisors left its ScottsMiracle-Gro share count unchanged in Q3 2026.
ScottsMiracle-Gro made up 0.05% of CV Advisors's portfolio in Q3 2026, its #100 holding.
CV Advisors first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 8 quarters since.
CV Advisors's ScottsMiracle-Gro position peaked at $395K in Q2 2026.
88 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.