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Mount Yale Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-26
Closed -$1.72K – 1463
2025
Q2 		$1.72K Buy
+26
New +$1.5K ﹤0.01% 1350

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Mount Yale Investment Advisors's SMG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 26 shares — an estimated $1.72K sold.

Mount Yale Investment Advisors first reported a position in SMG in Q2 2025 and held it in 1 quarter. The position peaked at $1.72K in Q2 2025. 455 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 26 ScottsMiracle-Gro shares in Q3 2025, an estimated $1.72K.
  • Mount Yale Investment Advisors first reported a position in ScottsMiracle-Gro in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's ScottsMiracle-Gro position peaked at $1.72K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.