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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
2025
Q2 		$222K Buy
+3,360
New +$194K ﹤0.01% 1195

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EP Wealth Advisors's SMG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in ScottsMiracle-Gro (SMG) in Q2 2025: 3,360 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings.

448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • EP Wealth Advisors held 3,360 shares of ScottsMiracle-Gro worth $222K as of Q2 2025.
  • ScottsMiracle-Gro was a new EP Wealth Advisors position in Q2 2025.
  • ScottsMiracle-Gro made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1195 holding.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.