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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
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 $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

Rothschild Investment LLC's SMG Position: Q1 2026 in Review

Rothschild Investment LLC reduced its ScottsMiracle-Gro (SMG) stake by 88% in Q1 2026, selling an estimated $17.9K and leaving 37 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Rothschild Investment LLC first reported a position in SMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.9K in Q4 2024. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Rothschild Investment LLC held 37 shares of ScottsMiracle-Gro worth $2.25K as of Q1 2026.
  • Rothschild Investment LLC sold 277 ScottsMiracle-Gro shares in Q1 2026, an estimated $17.9K.
  • ScottsMiracle-Gro made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2502 holding.
  • Rothschild Investment LLC first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's ScottsMiracle-Gro position peaked at $19.9K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.