Stephens Consulting’s ScottsMiracle-Gro SMG Stock Holding History

Stephens Consulting’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	$306K	Hold	5,242	–	–	0.1%	50
2025 Q3	$299K	Hold	5,242	–	–	0.1%	52
2025 Q2	$346K	Buy	5,242 +5,208	+15,318%	+$301K	0.08%	79
2025 Q1	$1.87K	Hold	34	–	–	﹤0.01%	458
2024 Q4	$2.26K	Hold	34	–	–	﹤0.01%	458
2024 Q3	$2.95K	Sell	34 -5,000	-99%	-$351K	﹤0.01%	442
2024 Q2	$328K	Hold	5,034	–	–	0.09%	68
2024 Q1	$375K	Sell	5,034 -17	-0.3%	-$1.06K	0.12%	60
2023 Q4	$322K	Hold	5,051	–	–	0.11%	62
2023 Q3	$261K	Buy	5,051 +5,000	+9,804%	+$290K	0.11%	65
2023 Q2	$3.2K	Sell	51 -51	-50%	-$3.42K	﹤0.01%	414
2023 Q1	$7.12K	Hold	102	–	–	﹤0.01%	360
2022 Q4	$4.96K	Hold	102	–	–	﹤0.01%	369
2022 Q3	$4.36K	Hold	102	–	–	﹤0.01%	424
2022 Q2	$8.06K	Hold	102	–	–	0.01%	355
2022 Q1	$12.5K	Hold	102	–	–	0.01%	326
2021 Q4	$16.4K	Buy	+102	New	+$15.8K	0.01%	332

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Consulting's SMG Position: Q4 2025 in Review

Stephens Consulting held its ScottsMiracle-Gro (SMG) position steady in Q4 2025 at 5,242 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #50.

Stephens Consulting first reported a position in SMG in Q4 2021 and has held it in 17 quarters since. The position peaked at $375K in Q1 2024. 429 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

Stephens Consulting held 5,242 shares of ScottsMiracle-Gro worth $306K as of Q4 2025.
Stephens Consulting left its ScottsMiracle-Gro share count unchanged in Q4 2025.
ScottsMiracle-Gro made up 0.1% of Stephens Consulting's portfolio in Q4 2025, its #50 holding.
Stephens Consulting first reported a position in ScottsMiracle-Gro in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's ScottsMiracle-Gro position peaked at $375K in Q1 2024.
429 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.