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Financial Advocates Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-4,450
Closed -$294K – 504
2025
Q2 		$294K Buy
4,450
+287
+7% +$16.6K 0.02% 504
2025
Q1 		$228K Buy
4,163
+370
+10% +$23.9K 0.02% 648
2024
Q4 		$252K Sell
3,793
-61
-2% -$4.82K 0.01% 645
2024
Q3 		$334K Buy
3,854
+250
+7% +$17.6K 0.02% 567
2024
Q2 		$234K Sell
3,604
-450
-11% -$30.8K 0.01% 636
2024
Q1 		$302K Buy
4,054
+164
+4% +$10.2K 0.02% 592
2023
Q4 		$248K Buy
+3,890
New +$210K 0.02% 631
2022
Q1 		– Sell
-1,273
Closed -$205K – 804
2021
Q4 		$205K Buy
+1,273
New +$197K 0.01% 725

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Financial Advocates Investment Management's SMG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 4,450 shares — an estimated $294K sold.

Financial Advocates Investment Management first reported a position in SMG in Q4 2021 and held it in 8 quarters. The position peaked at $334K in Q3 2024. 457 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,450 ScottsMiracle-Gro shares in Q3 2025, an estimated $294K.
  • Financial Advocates Investment Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 8 quarters.
  • Financial Advocates Investment Management's ScottsMiracle-Gro position peaked at $334K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.