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Rothschild Investment LLC’s ScottsMiracle-Gro SMG Stock Holding History

Rothschild Investment LLC’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 		$817 Sell
12
-25
-68% -$1.55K ﹤0.01% 3121
2026
Q1 		$2.25K Sell
37
-277
-88% -$17.9K ﹤0.01% 2502
2025
Q4 		$18.3K Buy
314
+14
+5% +$785 ﹤0.01% 1355
2025
Q3 		$17.1K Hold
300
– – ﹤0.01% 1277
2025
Q2 		$19.8K Hold
300
– – ﹤0.01% 1022
2025
Q1 		$16.5K Hold
300
– – ﹤0.01% 1058
2024
Q4 		$19.9K Buy
+300
New +$23.7K ﹤0.01% 1008

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
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

Rothschild Investment LLC's SMG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its ScottsMiracle-Gro (SMG) stake by 68% in Q2 2026, selling an estimated $1.55K and leaving 12 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Rothschild Investment LLC first reported a position in SMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.9K in Q4 2024. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Rothschild Investment LLC held 12 shares of ScottsMiracle-Gro worth $817 as of Q2 2026.
  • Rothschild Investment LLC sold 25 ScottsMiracle-Gro shares in Q2 2026, an estimated $1.55K.
  • ScottsMiracle-Gro made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3121 holding.
  • Rothschild Investment LLC first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's ScottsMiracle-Gro position peaked at $19.9K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.