EWA
SMG icon

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

EverSource 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 		$82.5K Sell
1,212
-7
-0.6% -$434 ﹤0.01% 1481
2026
Q1 		$74.1K Buy
1,219
+1,059
+662% +$68.5K ﹤0.01% 1615
2025
Q4 		$9.34K Sell
160
-284
-64% -$15.9K ﹤0.01% 2835
2025
Q3 		$25.3K Sell
444
-83
-16% -$5.24K ﹤0.01% 2184
2025
Q2 		$34.8K Sell
527
-2,516
-83% -$145K ﹤0.01% 1870
2025
Q1 		$167K Sell
3,043
-85
-3% -$5.5K 0.01% 723
2024
Q4 		$208K Buy
3,128
+65
+2% +$5.14K 0.01% 642
2024
Q3 		$266K Sell
3,063
-71
-2% -$4.99K 0.02% 481
2024
Q2 		$246K Buy
3,134
+104
+3% +$7.11K 0.02% 491
2024
Q1 		$208K Sell
3,030
-115
-4% -$7.14K 0.02% 476
2023
Q4 		$201K Sell
3,145
-55
-2% -$2.97K 0.02% 432
2023
Q3 		$165K Sell
3,200
-33
-1% -$1.91K 0.02% 440
2023
Q2 		$203K Sell
3,233
-22
-0.7% -$1.48K 0.02% 390
2023
Q1 		$227K Sell
3,255
-3
-0.1% -$216 0.03% 352
2022
Q4 		$158K Sell
3,258
-2,443
-43% -$122K 0.02% 387
2022
Q3 		$243K Sell
5,701
-784
-12% -$56.3K 0.06% 269
2022
Q2 		$512K Buy
6,485
+122
+2% +$12.1K 0.13% 142
2022
Q1 		$782K Buy
6,363
+3,417
+116% +$478K 0.2% 101
2021
Q4 		$474K Buy
+2,946
New +$456K 0.13% 122

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 $3.37T AUM 44.26% 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

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

EverSource Wealth Advisors reduced its ScottsMiracle-Gro (SMG) stake by 0.57% in Q2 2026, selling an estimated $434 and leaving 1,212 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

EverSource Wealth Advisors first reported a position in SMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $782K in Q1 2022. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • EverSource Wealth Advisors held 1,212 shares of ScottsMiracle-Gro worth $82.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 7 ScottsMiracle-Gro shares in Q2 2026, an estimated $434.
  • ScottsMiracle-Gro made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1481 holding.
  • EverSource Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's ScottsMiracle-Gro position peaked at $782K in Q1 2022.
  • 466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.