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 Q3	–	Sell	-6,052	Closed	-$412K	–	1550
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management's SMG Position: Q3 2026 in Review

Perigon Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2026, closing a stake of 6,052 shares — an estimated $412K sold.

Perigon Wealth Management first reported a position in SMG in Q4 2015 and held it in 13 quarters. The position peaked at $412K in Q2 2026. 124 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Perigon Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 6,052 ScottsMiracle-Gro shares in Q3 2026, an estimated $412K.
Perigon Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2015 and held it in 13 quarters.
Perigon Wealth Management's ScottsMiracle-Gro position peaked at $412K in Q2 2026.
124 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.