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Edgestream Partners’s ScottsMiracle-Gro SMG Stock Holding History

Edgestream Partners’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
-98,956
Closed -$5.64M – 1127
2025
Q3 		$5.64M Buy
98,956
+49,114
+99% +$3.1M 0.16% 217
2025
Q2 		$3.29M Buy
49,842
+43,698
+711% +$2.53M 0.09% 412
2025
Q1 		$337K Sell
6,144
-14,557
-70% -$941K 0.01% 739
2024
Q4 		$1.37M Sell
20,701
-35,636
-63% -$2.82M 0.06% 489
2024
Q3 		$4.88M Buy
56,337
+21,872
+63% +$1.54M 0.21% 143
2024
Q2 		$2.24M Buy
+34,465
New +$2.36M 0.11% 298
2024
Q1 		– Sell
-20,419
Closed -$1.3M – 999
2023
Q4 		$1.3M Buy
+20,419
New +$1.1M 0.09% 365
2022
Q3 		– Sell
-5,083
Closed -$402K – 598
2022
Q2 		$402K Buy
+5,083
New +$502K 0.03% 427
2021
Q2 		– Sell
-10,775
Closed -$2.64M – 526
2021
Q1 		$2.64M Buy
10,775
+5,033
+88% +$1.14M 0.15% 212
2020
Q4 		$1.14M Sell
5,742
-157,855
-96% -$27.1M 0.06% 280
2020
Q3 		$25M Buy
163,597
+38,595
+31% +$5.96M 1.62% 5
2020
Q2 		$16.8M Buy
125,002
+54,478
+77% +$7.03M 0.88% 31
2020
Q1 		$7.22M Sell
70,524
-6,995
-9% -$769K 0.67% 44
2019
Q4 		$8.23M Buy
+77,519
New +$7.93M 0.43% 74

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

Edgestream Partners's SMG Position: Q4 2025 in Review

Edgestream Partners sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 98,956 shares — an estimated $5.64M sold.

Edgestream Partners first reported a position in SMG in Q4 2019 and held it in 14 quarters. The position peaked at $25M in Q3 2020. 429 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Edgestream Partners reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 98,956 ScottsMiracle-Gro shares in Q4 2025, an estimated $5.64M.
  • Edgestream Partners first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 14 quarters.
  • Edgestream Partners's ScottsMiracle-Gro position peaked at $25M in Q3 2020.
  • 429 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.