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Grey Fox Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Grey Fox 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
Q4 		– Sell
-79
Closed -$4.5K – 522
2025
Q3 		$4.5K Buy
+79
New +$4.98K ﹤0.01% 495

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grey Fox Wealth Advisors's SMG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 79 shares — an estimated $4.5K sold.

Grey Fox Wealth Advisors first reported a position in SMG in Q3 2025 and held it in 1 quarter. The position peaked at $4.5K in Q3 2025. 429 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 79 ScottsMiracle-Gro shares in Q4 2025, an estimated $4.5K.
  • Grey Fox Wealth Advisors first reported a position in ScottsMiracle-Gro in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's ScottsMiracle-Gro position peaked at $4.5K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.