Pinnacle Associates
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Pinnacle Associates’s ScottsMiracle-Gro SMG Stock Holding History

Pinnacle Associates’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 		$388K Buy
7,734
+877
+13% +$54.1K ﹤0.01% 734
2026
Q2 		$467K Sell
6,857
-702
-9% -$43.5K 0.01% 713
2026
Q1 		$460K Sell
7,559
-98
-1% -$6.34K 0.01% 675
2025
Q4 		$447K Buy
7,657
+5
+0.1% +$280 0.01% 680
2025
Q3 		$436K Sell
7,652
-248
-3% -$15.6K 0.01% 668
2025
Q2 		$521K Sell
7,900
-72
-0.9% -$4.16K 0.01% 622
2025
Q1 		$438K Buy
7,972
+3,397
+74% +$220K 0.01% 640
2024
Q4 		$304K Sell
4,575
-2,425
-35% -$192K ﹤0.01% 718
2024
Q3 		$446K Buy
7,000
+800
+13% +$56.2K 0.01% 591
2024
Q2 		$403K Sell
6,200
-100
-2% -$6.84K 0.01% 629
2024
Q1 		$470K Sell
6,300
-700
-10% -$43.5K 0.01% 596
2023
Q4 		$446K Buy
7,000
+250
+4% +$13.5K 0.01% 599
2023
Q3 		$349K Hold
6,750
– – 0.01% 633
2023
Q2 		$423K Sell
6,750
-200
-3% -$13.4K 0.01% 597
2023
Q1 		$485K Sell
6,950
-5,150
-43% -$370K 0.01% 527
2022
Q4 		$588K Buy
12,100
+3,641
+43% +$182K 0.01% 480
2022
Q3 		$362K Buy
+8,459
New +$607K 0.01% 559
2018
Q4 		– Sell
-17,510
Closed -$1.38M – 711
2018
Q3 		$1.38M Sell
17,510
-1,950
-10% -$153K 0.03% 367
2018
Q2 		$1.62M Sell
19,460
-4,108
-17% -$344K 0.03% 338
2018
Q1 		$2.02M Buy
23,568
+2,959
+14% +$282K 0.04% 299
2017
Q4 		$2.2M Sell
20,609
-2,085
-9% -$208K 0.04% 292
2017
Q3 		$2.21M Sell
22,694
-2,399
-10% -$227K 0.04% 293
2017
Q2 		$2.24M Buy
25,093
+5,555
+28% +$501K 0.04% 294
2017
Q1 		$1.82M Buy
19,538
+6,358
+48% +$589K 0.03% 328
2016
Q4 		$1.26M Buy
+13,180
New +$1.18M 0.03% 357

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sound Income Strategies
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Pinnacle Associates's SMG Position: Q3 2026 in Review

Pinnacle Associates increased its ScottsMiracle-Gro (SMG) stake by 13% in Q3 2026, buying an estimated $54.1K and bringing the position to 7,734 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Pinnacle Associates first reported a position in SMG in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.24M in Q2 2017. 187 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

  • Pinnacle Associates held 7,734 shares of ScottsMiracle-Gro worth $388K as of Q3 2026.
  • Pinnacle Associates bought 877 ScottsMiracle-Gro shares in Q3 2026, an estimated $54.1K.
  • ScottsMiracle-Gro made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #734 holding.
  • Pinnacle Associates first reported a position in ScottsMiracle-Gro in Q4 2016 and has held it in 25 quarters since.
  • Pinnacle Associates's ScottsMiracle-Gro position peaked at $2.24M in Q2 2017.
  • 187 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.