RMR Wealth Builders’s ScottsMiracle-Gro SMG Stock Holding History

RMR Wealth Builders’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	$231K	Hold	4,601	–	–	0.01%	284
2026 Q2	$313K	Hold	4,601	–	–	0.02%	248
2026 Q1	$280K	Hold	4,601	–	–	0.02%	238
2025 Q4	$268K	Hold	4,601	–	–	0.02%	242
2025 Q3	$262K	Hold	4,601	–	–	0.02%	244
2025 Q2	$303K	Hold	4,601	–	–	0.03%	226
2025 Q1	$253K	Sell	4,601 -2	-0%	-$129	0.03%	226
2024 Q4	$305K	Buy	4,603 +2	+0%	+$158	0.03%	208
2024 Q3	$399K	Hold	4,601	–	–	0.04%	179
2024 Q2	$299K	Hold	4,601	–	–	0.03%	203
2024 Q1	$343K	Hold	4,601	–	–	0.04%	196
2023 Q4	$293K	Hold	4,601	–	–	0.04%	193
2023 Q3	$238K	Buy	4,601 +1,000	+28%	+$57.9K	0.04%	207
2023 Q2	$226K	Hold	3,601	–	–	0.04%	192
2023 Q1	$251K	Buy	+3,601	New	+$259K	0.05%	176
2021 Q2	–	Sell	-956	Closed	-$234K	–	619
2021 Q1	$234K	Hold	956	–	–	0.06%	169
2020 Q4	$190K	Buy	+956	New	+$164K	0.09%	155
2020 Q3	–	Sell	-956	Closed	-$129K	–	431
2020 Q2	$129K	Buy	+956	New	+$123K	0.12%	144

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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 Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

RMR Wealth Builders's SMG Position: Q3 2026 in Review

RMR Wealth Builders held its ScottsMiracle-Gro (SMG) position steady in Q3 2026 at 4,601 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #284.

RMR Wealth Builders first reported a position in SMG in Q2 2020 and has held it in 18 quarters since. The position peaked at $399K in Q3 2024. 187 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

RMR Wealth Builders held 4,601 shares of ScottsMiracle-Gro worth $231K as of Q3 2026.
RMR Wealth Builders left its ScottsMiracle-Gro share count unchanged in Q3 2026.
ScottsMiracle-Gro made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #284 holding.
RMR Wealth Builders first reported a position in ScottsMiracle-Gro in Q2 2020 and has held it in 18 quarters since.
RMR Wealth Builders's ScottsMiracle-Gro position peaked at $399K in Q3 2024.
187 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.