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Optimize Financial’s ScottsMiracle-Gro SMG Stock Holding History

Optimize Financial’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
-4,778
Closed -$279K – 441
2025
Q4 		$279K Buy
4,778
+68
+1% +$3.81K 0.14% 286
2025
Q3 		$268K Buy
+4,710
New +$297K 0.14% 302

Other funds holding SMG

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
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 $2.9T AUM 29.55% 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

Optimize Financial's SMG Position: Q1 2026 in Review

Optimize Financial sold out of ScottsMiracle-Gro (SMG) in Q1 2026, closing a stake of 4,778 shares — an estimated $279K sold.

Optimize Financial first reported a position in SMG in Q3 2025 and held it in 2 quarters. The position peaked at $279K in Q4 2025. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Optimize Financial reported no remaining ScottsMiracle-Gro position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 4,778 ScottsMiracle-Gro shares in Q1 2026, an estimated $279K.
  • Optimize Financial first reported a position in ScottsMiracle-Gro in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's ScottsMiracle-Gro position peaked at $279K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.