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

Independent 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 Q1	$1.78M	Hold	29,342	–	–	0.73%	23
2025 Q4	$1.71M	Hold	29,342	–	–	0.71%	23
2025 Q3	$1.67M	Hold	29,342	–	–	0.71%	23
2025 Q2	$1.94M	Hold	29,342	–	–	0.9%	20
2025 Q1	$1.61M	Hold	29,342	–	–	0.85%	20
2024 Q4	$1.95M	Hold	29,342	–	–	1.01%	15
2024 Q3	$2.54M	Sell	29,342 -7,118	-20%	-$500K	1.28%	15
2024 Q2	$2.37M	Hold	36,460	–	–	1.35%	16
2024 Q1	$2.72M	Hold	36,460	–	–	1.46%	16
2023 Q4	$2.32M	Sell	36,460 -7,040	-16%	-$380K	1.31%	14
2023 Q3	$2.25M	Hold	43,500	–	–	1.4%	14
2023 Q2	$2.73M	Sell	43,500 -17,989	-29%	-$1.21M	1.65%	14
2023 Q1	$4.29M	Hold	61,489	–	–	2.47%	11
2022 Q4	$2.99M	Hold	61,489	–	–	1.8%	14
2022 Q3	$2.63M	Buy	+61,489	New	+$4.41M	1.3%	15
2022 Q2	–	Sell	-44,089	Closed	-$5.42M	–	72
2022 Q1	$5.42M	Buy	+44,089	New	+$6.17M	1.77%	9

Other funds holding SMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Family Office's SMG Position: Q1 2026 in Review

Independent Family Office held its ScottsMiracle-Gro (SMG) position steady in Q1 2026 at 29,342 shares worth $1.78M. The position accounts for 0.73% of the portfolio, ranked #23.

Independent Family Office first reported a position in SMG in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.42M in Q1 2022. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

Independent Family Office held 29,342 shares of ScottsMiracle-Gro worth $1.78M as of Q1 2026.
Independent Family Office left its ScottsMiracle-Gro share count unchanged in Q1 2026.
ScottsMiracle-Gro made up 0.73% of Independent Family Office's portfolio in Q1 2026, its #23 holding.
Independent Family Office first reported a position in ScottsMiracle-Gro in Q1 2022 and has held it in 16 quarters since.
Independent Family Office's ScottsMiracle-Gro position peaked at $5.42M in Q1 2022.
440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.