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Principal Securities’s ScottsMiracle-Gro SMG Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,195
Closed -$68.1K – 3190
2025
Q3 		$68.1K Buy
1,195
+214
+22% +$13.5K ﹤0.01% 1797
2025
Q2 		$64.7K Sell
981
-192
-16% -$11.1K ﹤0.01% 1750
2025
Q1 		$77.8K Hold
1,173
– – ﹤0.01% 1544
2024
Q4 		$77.8K Sell
1,173
-53
-4% -$4.19K ﹤0.01% 1541
2024
Q3 		$106K Sell
1,226
-20
-2% -$1.41K ﹤0.01% 1370
2024
Q2 		$81.1K Buy
1,246
+38
+3% +$2.6K ﹤0.01% 1406
2024
Q1 		$90.1K Buy
1,208
+15
+1% +$932 ﹤0.01% 1319
2023
Q4 		$76.1K Buy
+1,193
New +$64.4K ﹤0.01% 1300

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's SMG Position: Q4 2025 in Review

Principal Securities sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 1,195 shares — an estimated $68.1K sold.

Principal Securities first reported a position in SMG in Q4 2023 and held it in 8 quarters. The position peaked at $106K in Q3 2024. 429 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Principal Securities reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,195 ScottsMiracle-Gro shares in Q4 2025, an estimated $68.1K.
  • Principal Securities first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 8 quarters.
  • Principal Securities's ScottsMiracle-Gro position peaked at $106K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.