O'Shaughnessy Asset Management’s ScottsMiracle-Gro SMG Stock Holding History

O'Shaughnessy Asset 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	$600K	Buy	8,810 +3,405	+63%	+$211K	﹤0.01%	1512
2026 Q1	$329K	Buy	+5,405	New	+$350K	﹤0.01%	1734
2021 Q4	–	Sell	-354	Closed	-$52K	–	2296
2021 Q3	$52K	Sell	354 -679	-66%	-$111K	﹤0.01%	1630
2021 Q2	$198K	Sell	1,033 -76	-7%	-$16.8K	﹤0.01%	1036
2021 Q1	$272K	Sell	1,109 -401	-27%	-$90.8K	0.01%	805
2020 Q4	$301K	Buy	1,510 +502	+50%	+$86.1K	0.01%	689
2020 Q3	$154K	Buy	1,008 +184	+22%	+$28.4K	﹤0.01%	783
2020 Q2	$111K	Buy	824 +50	+6%	+$6.46K	﹤0.01%	813
2020 Q1	$80K	Sell	774 -18	-2%	-$1.98K	﹤0.01%	678
2019 Q4	$84K	Sell	792 -77	-9%	-$7.88K	﹤0.01%	845
2019 Q3	$88K	Buy	+869	New	+$91K	﹤0.01%	656
2017 Q4	–	Sell	-338	Closed	-$33K	–	993
2017 Q3	$33K	Buy	+338	New	+$32K	﹤0.01%	731

Other funds holding SMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

O'Shaughnessy Asset Management's SMG Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its ScottsMiracle-Gro (SMG) stake by 63% in Q2 2026, buying an estimated $211K and bringing the position to 8,810 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

O'Shaughnessy Asset Management first reported a position in SMG in Q3 2017 and has held it in 12 quarters since. 463 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

O'Shaughnessy Asset Management held 8,810 shares of ScottsMiracle-Gro worth $600K as of Q2 2026.
O'Shaughnessy Asset Management bought 3,405 ScottsMiracle-Gro shares in Q2 2026, an estimated $211K.
ScottsMiracle-Gro made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1512 holding.
O'Shaughnessy Asset Management first reported a position in ScottsMiracle-Gro in Q3 2017 and has held it in 12 quarters since.
463 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.