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SageView Advisory Group’s ScottsMiracle-Gro SMG Stock Holding History

SageView Advisory Group’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 		– Sell
-1,000
Closed -$58.4K – 2135
2025
Q4 		$58.4K Buy
+1,000
New +$56.1K ﹤0.01% 1013
2024
Q2 		– Sell
-6,072
Closed -$461K – 738
2024
Q1 		$461K Buy
+6,072
New +$377K 0.02% 342

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SageView Advisory Group's SMG Position: Q1 2026 in Review

SageView Advisory Group sold out of ScottsMiracle-Gro (SMG) in Q1 2026, closing a stake of 1,000 shares — an estimated $58.4K sold.

SageView Advisory Group first reported a position in SMG in Q1 2024 and held it in 2 quarters. The position peaked at $461K in Q1 2024. 442 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • SageView Advisory Group reported no remaining ScottsMiracle-Gro position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,000 ScottsMiracle-Gro shares in Q1 2026, an estimated $58.4K.
  • SageView Advisory Group first reported a position in ScottsMiracle-Gro in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's ScottsMiracle-Gro position peaked at $461K in Q1 2024.
  • 442 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.