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 Q2	–	Sell	-146	Closed	-$8.88K	–	2741
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Root Financial Partners's SMG Position: Q2 2026 in Review

Root Financial Partners sold out of ScottsMiracle-Gro (SMG) in Q2 2026, closing a stake of 146 shares — an estimated $8.88K sold.

Root Financial Partners first reported a position in SMG in Q3 2025 and held it in 3 quarters. The position peaked at $60.7K in Q3 2025. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Root Financial Partners reported no remaining ScottsMiracle-Gro position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 146 ScottsMiracle-Gro shares in Q2 2026, an estimated $8.88K.
Root Financial Partners first reported a position in ScottsMiracle-Gro in Q3 2025 and held it in 3 quarters.
Root Financial Partners's ScottsMiracle-Gro position peaked at $60.7K in Q3 2025.
464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.