Mitchell & Pahl Private Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Mitchell & Pahl Private Wealth’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 Q3	$720K	Buy	14,359 +1,208	+9%	+$74.5K	0.26%	117
2026 Q2	$896K	Buy	13,151 +531	+4%	+$32.9K	0.33%	96
2026 Q1	$767K	Buy	12,620 +72	+0.6%	+$4.66K	0.31%	106
2025 Q4	$732K	Buy	12,548 +658	+6%	+$36.9K	0.3%	111
2025 Q3	$677K	Buy	11,890 +153	+1%	+$9.6K	0.28%	115
2025 Q2	$774K	Buy	11,737 +1,442	+14%	+$83.4K	0.34%	103
2025 Q1	$565K	Buy	10,295 +341	+3%	+$22K	0.26%	120
2024 Q4	$660K	Buy	9,954 +584	+6%	+$46.2K	0.31%	108
2024 Q3	$812K	Buy	9,370 +203	+2%	+$14.3K	0.38%	99
2024 Q2	$596K	Sell	9,167 -41	-0.4%	-$2.8K	0.31%	109
2024 Q1	$687K	Buy	9,208 +769	+9%	+$47.8K	0.36%	105
2023 Q4	$538K	Buy	8,439 +280	+3%	+$15.1K	0.31%	116
2023 Q3	$422K	Buy	8,159 +1,795	+28%	+$104K	0.25%	126
2023 Q2	$399K	Buy	6,364 +307	+5%	+$20.6K	0.24%	126
2023 Q1	$422K	Buy	6,057 +458	+8%	+$32.9K	0.26%	122
2022 Q4	$272K	Buy	5,599 +695	+14%	+$34.8K	0.18%	141
2022 Q3	$210K	Buy	4,904 +477	+11%	+$34.2K	0.16%	148
2022 Q2	$350K	Buy	4,427 +1,019	+30%	+$101K	0.24%	122
2022 Q1	$419K	Buy	3,408 +488	+17%	+$68.3K	0.27%	113
2021 Q4	$470K	Buy	2,920 +581	+25%	+$89.9K	0.3%	103
2021 Q3	$342K	Buy	2,339 +108	+5%	+$17.7K	0.25%	120
2021 Q2	$428K	Buy	2,231 +233	+12%	+$51.4K	0.31%	102
2021 Q1	$490K	Hold	1,998	–	–	0.38%	88
2020 Q4	$398K	Buy	+1,998	New	+$343K	0.33%	89

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SMG Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its ScottsMiracle-Gro (SMG) stake by 9.2% in Q3 2026, buying an estimated $74.5K and bringing the position to 14,359 shares worth $720K. The position accounts for 0.26% of the portfolio, ranked #117.

Mitchell & Pahl Private Wealth first reported a position in SMG in Q4 2020 and has held it in 24 quarters since. The position peaked at $896K in Q2 2026. 190 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Mitchell & Pahl Private Wealth held 14,359 shares of ScottsMiracle-Gro worth $720K as of Q3 2026.
Mitchell & Pahl Private Wealth bought 1,208 ScottsMiracle-Gro shares in Q3 2026, an estimated $74.5K.
ScottsMiracle-Gro made up 0.26% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #117 holding.
Mitchell & Pahl Private Wealth first reported a position in ScottsMiracle-Gro in Q4 2020 and has held it in 24 quarters since.
Mitchell & Pahl Private Wealth's ScottsMiracle-Gro position peaked at $896K in Q2 2026.
190 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.