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EP Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

EP Wealth 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 		$579K Buy
+8,504
New +$527K ﹤0.01% 961
2025
Q2 		$222K Buy
+3,360
New +$194K ﹤0.01% 1195

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

EP Wealth Advisors's SMG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in ScottsMiracle-Gro (SMG) in Q2 2026: 8,504 shares worth $579K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SMG as recently as Q2 2025.

EP Wealth Advisors first reported a position in SMG in Q2 2025 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • EP Wealth Advisors held 8,504 shares of ScottsMiracle-Gro worth $579K as of Q2 2026.
  • ScottsMiracle-Gro was a new EP Wealth Advisors position in Q2 2026.
  • ScottsMiracle-Gro made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #961 holding.
  • EP Wealth Advisors first reported a position in ScottsMiracle-Gro in Q2 2025 and has held it in 2 quarters since.
  • 466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.