Key Financial Inc’s ScottsMiracle-Gro SMG Stock Holding History

Key Financial Inc’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	$5.11K	Buy	75 +50	+200%	+$3.1K	﹤0.01%	1018
2026 Q1	$1.52K	Hold	25	–	–	﹤0.01%	1201
2025 Q4	$1.46K	Hold	25	–	–	﹤0.01%	1215
2025 Q3	$1.46K	Hold	25	–	–	﹤0.01%	1231
2025 Q2	$1.65K	Hold	25	–	–	﹤0.01%	1208
2025 Q1	$1.37K	Hold	25	–	–	﹤0.01%	1192
2024 Q4	$1.66K	Hold	25	–	–	﹤0.01%	1170
2024 Q3	$2.17K	Hold	25	–	–	﹤0.01%	1099
2024 Q2	$1.63K	Hold	25	–	–	﹤0.01%	1130
2024 Q1	$1.86K	Hold	25	–	–	﹤0.01%	1107
2023 Q4	$1.59K	Hold	25	–	–	﹤0.01%	1124
2023 Q3	$1.29K	Hold	25	–	–	﹤0.01%	1156
2023 Q2	$1.57K	Hold	25	–	–	﹤0.01%	1191
2023 Q1	$1.74K	Hold	25	–	–	﹤0.01%	975
2022 Q4	$1.07K	Hold	25	–	–	﹤0.01%	1024
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	1072
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	956
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	889
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	754
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	745
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	716
2021 Q1	$6K	Hold	25	–	–	﹤0.01%	576
2020 Q4	$5K	Buy	+25	New	+$4.29K	﹤0.01%	563
2020 Q2	–	Sell	-25	Closed	-$3K	–	537
2020 Q1	$3K	Buy	+25	New	+$2.75K	﹤0.01%	572

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

Key Financial Inc's SMG Position: Q2 2026 in Review

Key Financial Inc increased its ScottsMiracle-Gro (SMG) stake by 200% in Q2 2026, buying an estimated $3.1K and bringing the position to 75 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Key Financial Inc first reported a position in SMG in Q1 2020 and has held it in 24 quarters since. The position peaked at $6K in Q1 2021. 463 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Key Financial Inc held 75 shares of ScottsMiracle-Gro worth $5.11K as of Q2 2026.
Key Financial Inc bought 50 ScottsMiracle-Gro shares in Q2 2026, an estimated $3.1K.
ScottsMiracle-Gro made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1018 holding.
Key Financial Inc first reported a position in ScottsMiracle-Gro in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's ScottsMiracle-Gro position peaked at $6K in Q1 2021.
463 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.