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LVW Advisors’s ScottsMiracle-Gro SMG Stock Holding History

LVW Advisors’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
2025
Q2 		– Sell
-6,513
Closed -$357K – 341
2025
Q1 		$357K Buy
6,513
+53
+0.8% +$3.43K 0.04% 215
2024
Q4 		$429K Sell
6,460
-474
-7% -$37.5K 0.05% 208
2024
Q3 		$601K Buy
6,934
+711
+11% +$50K 0.08% 168
2024
Q2 		$405K Buy
6,223
+474
+8% +$32.4K 0.06% 196
2024
Q1 		$429K Sell
5,749
-16
-0.3% -$994 0.07% 188
2023
Q4 		$368K Sell
5,765
-190
-3% -$10.3K 0.07% 183
2023
Q3 		$308K Sell
5,955
-586
-9% -$33.9K 0.06% 170
2023
Q2 		$410K Sell
6,541
-62
-0.9% -$4.16K 0.08% 143
2023
Q1 		$460K Sell
6,603
-54
-0.8% -$3.88K 0.09% 149
2022
Q4 		$323K Sell
6,657
-537
-7% -$26.9K 0.07% 176
2022
Q3 		$308K Buy
7,194
+358
+5% +$25.7K 0.07% 171
2022
Q2 		$540K Buy
6,836
+269
+4% +$26.6K 0.11% 126
2022
Q1 		$807K Buy
6,567
+156
+2% +$21.8K 0.14% 107
2021
Q4 		$1.03M Sell
6,411
-658
-9% -$102K 0.18% 92
2021
Q3 		$1.03M Buy
7,069
+109
+2% +$17.9K 0.18% 88
2021
Q2 		$1.34M Sell
6,960
-294
-4% -$64.9K 0.24% 71
2021
Q1 		$1.78M Buy
7,254
+2,214
+44% +$501K 0.34% 60
2020
Q4 		$1M Buy
5,040
+160
+3% +$27.4K 0.2% 71
2020
Q3 		$746K Buy
4,880
+1,755
+56% +$271K 0.16% 82
2020
Q2 		$420K Buy
+3,125
New +$403K 0.1% 107

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LVW Advisors's SMG Position: Q2 2025 in Review

LVW Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 6,513 shares — an estimated $357K sold.

LVW Advisors first reported a position in SMG in Q2 2020 and held it in 20 quarters. The position peaked at $1.78M in Q1 2021. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • LVW Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • LVW Advisors sold 6,513 ScottsMiracle-Gro shares in Q2 2025, an estimated $357K.
  • LVW Advisors first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 20 quarters.
  • LVW Advisors's ScottsMiracle-Gro position peaked at $1.78M in Q1 2021.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on LVW Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.