Intrinsic Edge Capital Management’s ScottsMiracle-Gro SMG Stock Holding History

Intrinsic Edge Capital Management’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	$3.04M	Buy	+50,000	New	+$3.23M	0.5%	77
2024 Q2	–	Sell	-468,104	Closed	-$34.9M	–	194
2024 Q1	$34.9M	Buy	+468,104	New	+$29.1M	2.73%	2
2023 Q2	–	Sell	-417,847	Closed	-$29.1M	–	207
2023 Q1	$29.1M	Buy	+417,847	New	+$30.1M	2.93%	1
2021 Q4	–	Sell	-10,000	Closed	-$1.46M	–	263
2021 Q3	$1.46M	Buy	+10,000	New	+$1.64M	0.1%	191
2021 Q2	–	Sell	-16,544	Closed	-$4.05M	–	274
2021 Q1	$4.05M	Sell	16,544 -15,000	-48%	-$3.4M	0.28%	129
2020 Q4	$6.28M	Buy	31,544 +5,000	+19%	+$857K	0.47%	75
2020 Q3	$4.06M	Sell	26,544 -30,500	-53%	-$4.71M	0.27%	130
2020 Q2	$7.67M	Sell	57,044 -176,914	-76%	-$22.8M	0.71%	43
2020 Q1	$24M	Buy	233,958 +146,758	+168%	+$16.1M	3.17%	2
2019 Q4	$9.26M	Buy	+87,200	New	+$8.92M	1.16%	25
2019 Q2	–	Sell	-143,980	Closed	-$11.3M	–	146
2019 Q1	$11.3M	Buy	+143,980	New	+$10.9M	1.92%	16

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

Intrinsic Edge Capital Management's SMG Position: Q1 2026 in Review

Intrinsic Edge Capital Management opened a new position in ScottsMiracle-Gro (SMG) in Q1 2026: 50,000 shares worth $3.04M. The stake represents 0.5% of the portfolio and ranks #77 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in SMG as recently as Q1 2024.

Intrinsic Edge Capital Management first reported a position in SMG in Q1 2019 and has held it in 11 quarters since. The position peaked at $34.9M in Q1 2024. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

Intrinsic Edge Capital Management held 50,000 shares of ScottsMiracle-Gro worth $3.04M as of Q1 2026.
ScottsMiracle-Gro was a new Intrinsic Edge Capital Management position in Q1 2026.
ScottsMiracle-Gro made up 0.5% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #77 holding.
Intrinsic Edge Capital Management first reported a position in ScottsMiracle-Gro in Q1 2019 and has held it in 11 quarters since.
Intrinsic Edge Capital Management's ScottsMiracle-Gro position peaked at $34.9M in Q1 2024.
440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.