GoalVest Advisory’s ScottsMiracle-Gro SMG Stock Holding History

GoalVest Advisory’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	$551	Buy	+11	New	+$678	﹤0.01%	706
2023 Q4	–	Sell	-119	Closed	-$6.15K	–	473
2023 Q3	$6.15K	Buy	119 +6	+5%	+$348	﹤0.01%	327
2023 Q2	$7.08K	Buy	+113	New	+$7.58K	﹤0.01%	274

Other funds holding SMG

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's SMG Position: Q3 2026 in Review

GoalVest Advisory opened a new position in ScottsMiracle-Gro (SMG) in Q3 2026: 11 shares worth $551. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SMG as recently as Q3 2023.

GoalVest Advisory first reported a position in SMG in Q2 2023 and has held it in 3 quarters since. The position peaked at $7.08K in Q2 2023. 5 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

GoalVest Advisory held 11 shares of ScottsMiracle-Gro worth $551 as of Q3 2026.
ScottsMiracle-Gro was a new GoalVest Advisory position in Q3 2026.
ScottsMiracle-Gro made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #706 holding.
GoalVest Advisory first reported a position in ScottsMiracle-Gro in Q2 2023 and has held it in 3 quarters since.
GoalVest Advisory's ScottsMiracle-Gro position peaked at $7.08K in Q2 2023.
5 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.