Fortitude Family Office’s ScottsMiracle-Gro SMG Stock Holding History

Fortitude Family Office’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 Q3	$29.8K	Buy	594 +566	+2,021%	+$34.9K	0.01%	652
2026 Q2	$1.91K	Sell	28 -2	-7%	-$124	﹤0.01%	1497
2026 Q1	$1.82K	Buy	30 +23	+329%	+$1.49K	﹤0.01%	1317
2025 Q4	$408	Sell	7 -22	-76%	-$1.23K	﹤0.01%	1769
2025 Q3	$1.65K	Buy	29 +4	+16%	+$252	﹤0.01%	1329
2025 Q2	$1.65K	Buy	+25	New	+$1.45K	﹤0.01%	1290
2025 Q1	–	Sell	-20	Closed	-$1.33K	–	1266
2024 Q4	$1.33K	Sell	20 -14	-41%	-$1.11K	﹤0.01%	1094
2024 Q3	$2.95K	Buy	+34	New	+$2.39K	﹤0.01%	927

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

NIM

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Fortitude Family Office's SMG Position: Q3 2026 in Review

Fortitude Family Office increased its ScottsMiracle-Gro (SMG) stake by 2,021% in Q3 2026, buying an estimated $34.9K and bringing the position to 594 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #652.

Fortitude Family Office first reported a position in SMG in Q3 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Fortitude Family Office held 594 shares of ScottsMiracle-Gro worth $29.8K as of Q3 2026.
Fortitude Family Office bought 566 ScottsMiracle-Gro shares in Q3 2026, an estimated $34.9K.
ScottsMiracle-Gro made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #652 holding.
Fortitude Family Office first reported a position in ScottsMiracle-Gro in Q3 2024 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.