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Harbor Investment Advisory’s ScottsMiracle-Gro SMG Stock Holding History

Harbor Investment 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 		$251 Hold
5
– – ﹤0.01% 1410
2026
Q2 		$341 Hold
5
– – ﹤0.01% 1278
2026
Q1 		$304 Hold
5
– – ﹤0.01% 1197
2025
Q4 		$292 Hold
5
– – ﹤0.01% 1200
2025
Q3 		$285 Hold
5
– – ﹤0.01% 1155
2025
Q2 		$330 Hold
5
– – ﹤0.01% 1148
2025
Q1 		$274 Hold
5
– – ﹤0.01% 1152
2024
Q4 		$332 Hold
5
– – ﹤0.01% 1121
2024
Q3 		$434 Hold
5
– – ﹤0.01% 1120
2024
Q2 		$325 Hold
5
– – ﹤0.01% 1146
2024
Q1 		$373 Hold
5
– – ﹤0.01% 1266
2023
Q4 		$319 Sell
5
-4
-44% -$216 ﹤0.01% 1120
2023
Q3 		$465 Sell
9
-1,945
-100% -$113K ﹤0.01% 1129
2023
Q2 		$122K Hold
1,954
– – 0.02% 447
2023
Q1 		$136K Buy
1,954
+730
+60% +$52.5K 0.02% 421
2022
Q4 		$59.5K Hold
1,224
– – 0.01% 653
2022
Q3 		$52K Buy
1,224
+4
+0.3% +$287 0.01% 684
2022
Q2 		$96K Buy
1,220
+344
+39% +$34K 0.02% 510
2022
Q1 		$108K Buy
876
+232
+36% +$32.5K 0.01% 518
2021
Q4 		$104K Hold
644
– – 0.01% 524
2021
Q3 		$94K Hold
644
– – 0.01% 542
2021
Q2 		$124K Hold
644
– – 0.02% 471
2021
Q1 		$158K Hold
644
– – 0.02% 380
2020
Q4 		$128K Buy
644
+193
+43% +$33.1K 0.02% 402
2020
Q3 		$69K Buy
451
+100
+28% +$15.4K 0.01% 431
2020
Q2 		$47K Hold
351
– – 0.01% 456
2020
Q1 		$36K Buy
351
+231
+193% +$25.4K 0.01% 464
2019
Q4 		$13K Buy
+120
New +$12.3K ﹤0.01% 600

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ)
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
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Independent Financial Group
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
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Harbor Investment Advisory's SMG Position: Q3 2026 in Review

Harbor Investment Advisory held its ScottsMiracle-Gro (SMG) position steady in Q3 2026 at 5 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Harbor Investment Advisory first reported a position in SMG in Q4 2019 and has held it in 28 quarters since. The position peaked at $158K in Q1 2021. 34 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

  • Harbor Investment Advisory held 5 shares of ScottsMiracle-Gro worth $251 as of Q3 2026.
  • Harbor Investment Advisory left its ScottsMiracle-Gro share count unchanged in Q3 2026.
  • ScottsMiracle-Gro made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1410 holding.
  • Harbor Investment Advisory first reported a position in ScottsMiracle-Gro in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's ScottsMiracle-Gro position peaked at $158K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.