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Nvest Wealth Strategies’s ScottsMiracle-Gro SMG Stock Holding History

Nvest Wealth Strategies’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
Q1 		– Sell
-100
Closed -$5.83K – 410
2025
Q4 		$5.83K Buy
+100
New +$5.61K ﹤0.01% 142

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nvest Wealth Strategies's SMG Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of ScottsMiracle-Gro (SMG) in Q1 2026, closing a stake of 100 shares — an estimated $5.83K sold.

Nvest Wealth Strategies first reported a position in SMG in Q4 2025 and held it in 1 quarter. The position peaked at $5.83K in Q4 2025. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining ScottsMiracle-Gro position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 100 ScottsMiracle-Gro shares in Q1 2026, an estimated $5.83K.
  • Nvest Wealth Strategies first reported a position in ScottsMiracle-Gro in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's ScottsMiracle-Gro position peaked at $5.83K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.