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Retirement Wealth Solutions’s ScottsMiracle-Gro SMG Stock Holding History

Retirement Wealth Solutions’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
Q3 		– Sell
-74
Closed -$4.67K – 824
2025
Q2 		$4.89K Buy
74
+22
+42% +$1.27K ﹤0.01% 302
2025
Q1 		$2.88K Hold
52
– – ﹤0.01% 344
2024
Q4 		$3.44K Buy
+52
New +$4.11K ﹤0.01% 330

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Retirement Wealth Solutions's SMG Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 74 shares — an estimated $4.67K sold.

Retirement Wealth Solutions first reported a position in SMG in Q4 2024 and held it in 3 quarters. The position peaked at $4.89K in Q2 2025. 457 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 74 ScottsMiracle-Gro shares in Q3 2025, an estimated $4.67K.
  • Retirement Wealth Solutions first reported a position in ScottsMiracle-Gro in Q4 2024 and held it in 3 quarters.
  • Retirement Wealth Solutions's ScottsMiracle-Gro position peaked at $4.89K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.