Perigon Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Perigon 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	$412K	Buy	6,052 +520	+9%	+$32.2K	0.01%	982
2026 Q1	$336K	Buy	5,532 +730	+15%	+$47.2K	0.01%	974
2025 Q4	$280K	Sell	4,802 -144	-3%	-$8.08K	0.01%	1047
2025 Q3	$282K	Buy	+4,946	New	+$312K	0.01%	1001
2025 Q1	–	Sell	-2,844	Closed	-$201K	–	1094
2024 Q4	$201K	Buy	2,844 +135	+5%	+$10.7K	﹤0.01%	984
2024 Q3	$235K	Buy	+2,709	New	+$190K	0.01%	873
2024 Q2	–	Sell	-2,825	Closed	-$211K	–	913
2024 Q1	$211K	Buy	+2,825	New	+$175K	0.01%	795
2021 Q1	–	Sell	-765	Closed	-$152K	–	943
2020 Q4	$152K	Buy	+765	New	+$131K	0.02%	455
2017 Q2	–	Sell	-4,000	Closed	-$374K	–	623
2017 Q1	$374K	Hold	4,000	–	–	0.08%	202
2016 Q4	$368K	Hold	4,000	–	–	0.08%	199
2016 Q3	$333K	Hold	4,000	–	–	0.09%	173
2016 Q2	$280K	Buy	+4,000	New	+$278K	0.07%	177
2016 Q1	–	Sell	-4,000	Closed	-$258K	–	316
2015 Q4	$258K	Buy	+4,000	New	+$265K	0.07%	185

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

Perigon Wealth Management's SMG Position: Q2 2026 in Review

Perigon Wealth Management increased its ScottsMiracle-Gro (SMG) stake by 9.4% in Q2 2026, buying an estimated $32.2K and bringing the position to 6,052 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #982.

Perigon Wealth Management first reported a position in SMG in Q4 2015 and has held it in 13 quarters since. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Perigon Wealth Management held 6,052 shares of ScottsMiracle-Gro worth $412K as of Q2 2026.
Perigon Wealth Management bought 520 ScottsMiracle-Gro shares in Q2 2026, an estimated $32.2K.
ScottsMiracle-Gro made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #982 holding.
Perigon Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2015 and has held it in 13 quarters since.
464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.