SWM
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SHP Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

SHP Wealth Management’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 		$2.35K Buy
39
+1
+3% +$65 ﹤0.01% 1246
2025
Q4 		$2.24K Buy
+38
New +$2.13K ﹤0.01% 1110

Other funds holding SMG

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
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 $3.37T AUM 44.26% 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

SHP Wealth Management's SMG Position: Q1 2026 in Review

SHP Wealth Management increased its ScottsMiracle-Gro (SMG) stake by 2.6% in Q1 2026, buying an estimated $65 and bringing the position to 39 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

SHP Wealth Management first reported a position in SMG in Q4 2025 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • SHP Wealth Management held 39 shares of ScottsMiracle-Gro worth $2.35K as of Q1 2026.
  • SHP Wealth Management bought 1 ScottsMiracle-Gro share in Q1 2026, an estimated $65.
  • ScottsMiracle-Gro made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1246 holding.
  • SHP Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2025 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.