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Doliver Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Doliver 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
2025
Q4 		– Sell
-5,957
Closed -$339K – 181
2025
Q3 		$339K Sell
5,957
-537
-8% -$33.9K 0.09% 142
2025
Q2 		$428K Sell
6,494
-99
-2% -$5.72K 0.12% 116
2025
Q1 		$362K Sell
6,593
-464
-7% -$30K 0.1% 121
2024
Q4 		$468K Sell
7,057
-9
-0.1% -$712 0.13% 101
2024
Q3 		$613K Sell
7,066
-678
-9% -$47.6K 0.17% 84
2024
Q2 		$504K Buy
7,744
+150
+2% +$10.3K 0.14% 90
2024
Q1 		$566K Buy
7,594
+1,451
+24% +$90.1K 0.16% 89
2023
Q4 		$392K Sell
6,143
-200
-3% -$10.8K 0.12% 109
2023
Q3 		$328K Buy
6,343
+425
+7% +$24.6K 0.1% 112
2023
Q2 		$371K Sell
5,918
-130
-2% -$8.72K 0.11% 120
2023
Q1 		$422K Sell
6,048
-995
-14% -$71.6K 0.13% 99
2022
Q4 		$342K Sell
7,043
-1,065
-13% -$53.3K 0.11% 107
2022
Q3 		$347K Sell
8,108
-15
-0.2% -$1.08K 0.13% 100
2022
Q2 		$642K Sell
8,123
-604
-7% -$59.7K 0.23% 71
2022
Q1 		$1.07M Buy
8,727
+1,201
+16% +$168K 0.34% 55
2021
Q4 		$1M Buy
7,526
+755
+11% +$117K 0.31% 56
2021
Q3 		$991K Buy
+6,771
New +$1.11M 0.33% 61

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Doliver Advisors's SMG Position: Q4 2025 in Review

Doliver Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 5,957 shares — an estimated $339K sold.

Doliver Advisors first reported a position in SMG in Q3 2021 and held it in 17 quarters. The position peaked at $1.07M in Q1 2022. 429 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Doliver Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Doliver Advisors sold 5,957 ScottsMiracle-Gro shares in Q4 2025, an estimated $339K.
  • Doliver Advisors first reported a position in ScottsMiracle-Gro in Q3 2021 and held it in 17 quarters.
  • Doliver Advisors's ScottsMiracle-Gro position peaked at $1.07M in Q1 2022.
  • 429 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Doliver Advisors's 13F filing for Q4 2025, filed 6 Jan 2026.