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 Q2	$2M	Hold	29,342	–	–	0.8%	21
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Independent Family Office's SMG Position: Q2 2026 in Review

Independent Family Office held its ScottsMiracle-Gro (SMG) position steady in Q2 2026 at 29,342 shares worth $2M. The position accounts for 0.8% of the portfolio, ranked #21.

Independent Family Office first reported a position in SMG in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.42M in Q1 2022. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Independent Family Office held 29,342 shares of ScottsMiracle-Gro worth $2M as of Q2 2026.
Independent Family Office left its ScottsMiracle-Gro share count unchanged in Q2 2026.
ScottsMiracle-Gro made up 0.8% of Independent Family Office's portfolio in Q2 2026, its #21 holding.
Independent Family Office first reported a position in ScottsMiracle-Gro in Q1 2022 and has held it in 17 quarters since.
Independent Family Office's ScottsMiracle-Gro position peaked at $5.42M in Q1 2022.
466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.