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Mowery & Schoenfeld Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Mowery & Schoenfeld Wealth 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
Q2 		– Sell
-1,050
Closed -$63.9K – 385
2026
Q1 		$63.9K Hold
1,050
– – 0.1% 112
2025
Q4 		$61.3K Hold
1,050
– – 0.09% 125
2025
Q3 		$59.8K Buy
+1,050
New +$66.2K 0.1% 111

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SMG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2026, closing a stake of 1,050 shares — an estimated $63.9K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SMG in Q3 2025 and held it in 3 quarters. The position peaked at $63.9K in Q1 2026. 246 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,050 ScottsMiracle-Gro shares in Q2 2026, an estimated $63.9K.
  • Mowery & Schoenfeld Wealth Management first reported a position in ScottsMiracle-Gro in Q3 2025 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's ScottsMiracle-Gro position peaked at $63.9K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.