Econ Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Econ Financial Services’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	$4.79M	Buy	+95,646	New	+$5.9M	2%	16
2026 Q2	–	Sell	-24,352	Closed	-$1.48M	–	90
2026 Q1	$1.48M	Buy	+24,352	New	+$1.57M	0.69%	54
2023 Q1	–	Sell	-23,283	Closed	-$1.13M	–	99
2022 Q4	$1.13M	Sell	23,283 -4,562	-16%	-$228K	1.15%	32
2022 Q3	$1.19M	Buy	+27,845	New	+$2M	0.98%	39

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

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

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

TD Private Client Wealth New York $5.55B AUM 11.79% 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

Econ Financial Services's SMG Position: Q3 2026 in Review

Econ Financial Services opened a new position in ScottsMiracle-Gro (SMG) in Q3 2026: 95,646 shares worth $4.79M. The stake represents 2% of the portfolio and ranks #16 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in SMG as recently as Q1 2026.

Econ Financial Services first reported a position in SMG in Q3 2022 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Econ Financial Services held 95,646 shares of ScottsMiracle-Gro worth $4.79M as of Q3 2026.
ScottsMiracle-Gro was a new Econ Financial Services position in Q3 2026.
ScottsMiracle-Gro made up 2% of Econ Financial Services's portfolio in Q3 2026, its #16 holding.
Econ Financial Services first reported a position in ScottsMiracle-Gro in Q3 2022 and has held it in 4 quarters since.
124 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.