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Root Financial Partners’s ScottsMiracle-Gro SMG Stock Holding History

Root Financial Partners’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
Q1 		$8.88K Buy
146
+77
+112% +$4.98K ﹤0.01% 1730
2025
Q4 		$4.03K Sell
69
-997
-94% -$55.9K ﹤0.01% 1829
2025
Q3 		$60.7K Buy
+1,066
New +$67.2K ﹤0.01% 606

Other funds holding SMG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Root Financial Partners's SMG Position: Q1 2026 in Review

Root Financial Partners increased its ScottsMiracle-Gro (SMG) stake by 112% in Q1 2026, buying an estimated $4.98K and bringing the position to 146 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Root Financial Partners first reported a position in SMG in Q3 2025 and has held it in 3 quarters since. The position peaked at $60.7K in Q3 2025. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Root Financial Partners held 146 shares of ScottsMiracle-Gro worth $8.88K as of Q1 2026.
  • Root Financial Partners bought 77 ScottsMiracle-Gro shares in Q1 2026, an estimated $4.98K.
  • ScottsMiracle-Gro made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1730 holding.
  • Root Financial Partners first reported a position in ScottsMiracle-Gro in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's ScottsMiracle-Gro position peaked at $60.7K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.