PWA
SMG icon

Physician Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Physician Wealth Advisors’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
2025
Q2 		– Sell
-33
Closed -$1.81K – 1955
2025
Q1 		$1.81K Sell
33
-77
-70% -$4.98K ﹤0.01% 888
2024
Q4 		$7.3K Buy
+110
New +$8.7K ﹤0.01% 682

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Physician Wealth Advisors's SMG Position: Q2 2025 in Review

Physician Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 33 shares — an estimated $1.81K sold.

Physician Wealth Advisors first reported a position in SMG in Q4 2024 and held it in 2 quarters. The position peaked at $7.3K in Q4 2024. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • Physician Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 33 ScottsMiracle-Gro shares in Q2 2025, an estimated $1.81K.
  • Physician Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's ScottsMiracle-Gro position peaked at $7.3K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.