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Rise Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Rise 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
Q4 		– Sell
-195
Closed -$11.1K – 1221
2025
Q3 		$11.1K Buy
195
+2
+1% +$126 ﹤0.01% 938
2025
Q2 		$12.7K Buy
193
+2
+1% +$116 0.01% 849
2025
Q1 		$10.5K Sell
191
-114
-37% -$7.37K ﹤0.01% 938
2024
Q4 		$20.2K Sell
305
-12
-4% -$949 0.01% 647
2024
Q3 		$27.5K Sell
317
-16
-5% -$1.12K 0.01% 460
2024
Q2 		$21.6K Sell
333
-1
-0.3% -$68 0.01% 589
2024
Q1 		$24.9K Buy
334
+192
+135% +$11.9K 0.01% 497
2023
Q4 		$9.04K Sell
142
-20
-12% -$1.08K 0.01% 325
2023
Q3 		$8.4K Buy
162
+7
+5% +$405 0.01% 328
2023
Q2 		$9.72K Buy
155
+1
+0.6% +$67 0.01% 342
2023
Q1 		$10.7K Buy
154
+1
+0.7% +$72 0.01% 351
2022
Q4 		$7.41K Buy
153
+2
+1% +$100 0.01% 395
2022
Q3 		$6K Buy
151
+2
+1% +$144 0.01% 422
2022
Q2 		$12K Buy
149
+1
+0.7% +$99 0.01% 316
2022
Q1 		$18K Hold
148
– – 0.02% 257
2021
Q4 		$23.8K Buy
+148
New +$22.9K 0.02% 225

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

Rise Advisors's SMG Position: Q4 2025 in Review

Rise Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 195 shares — an estimated $11.1K sold.

Rise Advisors first reported a position in SMG in Q4 2021 and held it in 16 quarters. The position peaked at $27.5K in Q3 2024. 429 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Rise Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 195 ScottsMiracle-Gro shares in Q4 2025, an estimated $11.1K.
  • Rise Advisors first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's ScottsMiracle-Gro position peaked at $27.5K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.