NW
SMG icon

NewEdge Wealth’s ScottsMiracle-Gro SMG Stock Holding History

NewEdge 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
2025
Q2 		– Sell
-41,529
Closed -$2.28M – 1030
2025
Q1 		$2.28M Buy
41,529
+8,882
+27% +$574K 0.04% 331
2024
Q4 		$2.17M Sell
32,647
-7,660
-19% -$606K 0.04% 336
2024
Q3 		$3.49M Buy
40,307
+2,131
+6% +$150K 0.06% 264
2024
Q2 		$2.48M Buy
38,176
+607
+2% +$41.5K 0.05% 288
2024
Q1 		$2.58M Buy
37,569
+3,563
+10% +$221K 0.06% 282
2023
Q4 		$2.17M Buy
34,006
+983
+3% +$53.1K 0.06% 283
2023
Q3 		$1.71M Buy
33,023
+2,692
+9% +$156K 0.05% 285
2023
Q2 		$1.9M Buy
30,331
+875
+3% +$58.7K 0.06% 259
2023
Q1 		$2.05M Buy
29,456
+3,672
+14% +$264K 0.08% 219
2022
Q4 		$1.25M Sell
25,784
-730
-3% -$36.6K 0.05% 265
2022
Q3 		$1.13M Buy
26,514
+1,286
+5% +$92.3K 0.05% 261
2022
Q2 		$1.99M Buy
25,228
+9,812
+64% +$970K 0.09% 190
2022
Q1 		$1.9M Buy
15,416
+3,346
+28% +$468K 0.08% 160
2021
Q4 		$1.94M Sell
12,070
-1,094
-8% -$169K 0.08% 173
2021
Q3 		$1.93M Buy
13,164
+1,338
+11% +$219K 0.11% 134
2021
Q2 		$2.27M Buy
11,826
+683
+6% +$151K 0.17% 116
2021
Q1 		$2.73M Buy
11,143
+9,139
+456% +$2.07M 0.27% 87
2020
Q4 		$399K Buy
+2,004
New +$344K 0.12% 118

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

NewEdge Wealth's SMG Position: Q2 2025 in Review

NewEdge Wealth sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 41,529 shares — an estimated $2.28M sold.

NewEdge Wealth first reported a position in SMG in Q4 2020 and held it in 18 quarters. The position peaked at $3.49M in Q3 2024. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • NewEdge Wealth reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 41,529 ScottsMiracle-Gro shares in Q2 2025, an estimated $2.28M.
  • NewEdge Wealth first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 18 quarters.
  • NewEdge Wealth's ScottsMiracle-Gro position peaked at $3.49M in Q3 2024.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.