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Sagespring Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

Sagespring Wealth 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
2025
Q4 		– Sell
-4,765
Closed -$271K – 808
2025
Q3 		$271K Sell
4,765
-702
-13% -$44.3K 0.01% 634
2025
Q2 		$361K Buy
5,467
+943
+21% +$54.5K 0.01% 526
2025
Q1 		$248K Buy
4,524
+207
+5% +$13.4K 0.01% 575
2024
Q4 		$286K Buy
+4,317
New +$341K 0.01% 485

Other funds holding SMG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sagespring Wealth Partners's SMG Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 4,765 shares — an estimated $271K sold.

Sagespring Wealth Partners first reported a position in SMG in Q4 2024 and held it in 4 quarters. The position peaked at $361K in Q2 2025. 430 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 4,765 ScottsMiracle-Gro shares in Q4 2025, an estimated $271K.
  • Sagespring Wealth Partners first reported a position in ScottsMiracle-Gro in Q4 2024 and held it in 4 quarters.
  • Sagespring Wealth Partners's ScottsMiracle-Gro position peaked at $361K in Q2 2025.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.