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Steward Partners Investment Advisory’s ScottsMiracle-Gro SMG Stock Holding History

Steward Partners Investment Advisory’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 		$55.1K Sell
906
-154
-15% -$9.96K ﹤0.01% 2730
2025
Q4 		$61.8K Sell
1,060
-194
-15% -$10.9K ﹤0.01% 2559
2025
Q3 		$71.4K Buy
1,254
+687
+121% +$43.3K ﹤0.01% 2432
2025
Q2 		$37.4K Sell
567
-240
-30% -$13.9K ﹤0.01% 2622
2025
Q1 		$44.3K Sell
807
-42
-5% -$2.71K ﹤0.01% 2445
2024
Q4 		$56.3K Sell
849
-8,924
-91% -$706K ﹤0.01% 2277
2024
Q3 		$847K Sell
9,773
-168
-2% -$11.8K 0.01% 917
2024
Q2 		$647K Buy
9,941
+2,842
+40% +$194K 0.01% 954
2024
Q1 		$530K Buy
7,099
+5,966
+527% +$371K 0.01% 1036
2023
Q4 		$72.2K Sell
1,133
-308
-21% -$16.6K ﹤0.01% 1824
2023
Q3 		$74.5K Buy
1,441
+533
+59% +$30.9K ﹤0.01% 1720
2023
Q2 		$56.9K Sell
908
-464
-34% -$31.1K ﹤0.01% 1826
2023
Q1 		$95.7K Sell
1,372
-4,434
-76% -$319K ﹤0.01% 1607
2022
Q4 		$282K Buy
5,806
+2,971
+105% +$149K ﹤0.01% 1101
2022
Q3 		$121K Sell
2,835
-249
-8% -$17.9K ﹤0.01% 1419
2022
Q2 		$244K Sell
3,084
-274
-8% -$27.1K ﹤0.01% 1127
2022
Q1 		$413K Sell
3,358
-17,943
-84% -$2.51M 0.01% 993
2021
Q4 		$3.43M Buy
21,301
+7,049
+49% +$1.09M 0.05% 338
2021
Q3 		$2.09M Buy
14,252
+12,402
+670% +$2.03M 0.04% 447
2021
Q2 		$355K Buy
1,850
+120
+7% +$26.5K 0.01% 1093
2021
Q1 		$424K Buy
1,730
+1,455
+529% +$329K 0.01% 947
2020
Q4 		$55K Hold
275
– – ﹤0.01% 1623
2020
Q3 		$42K Buy
275
+200
+267% +$30.9K ﹤0.01% 1576
2020
Q2 		$10K Hold
75
– – ﹤0.01% 2049
2020
Q1 		$7K Sell
75
-25
-25% -$2.75K ﹤0.01% 1991
2019
Q4 		$10K Hold
100
– – ﹤0.01% 2026
2019
Q3 		$10K Hold
100
– – ﹤0.01% 2002
2019
Q2 		$9K Buy
+100
New +$8.89K ﹤0.01% 2038
2018
Q4 		– Sell
-159
Closed -$13K – 1938
2018
Q3 		$13K Buy
159
+93
+141% +$7.31K ﹤0.01% 1776
2018
Q2 		$5K Sell
66
-1,082
-94% -$90.6K ﹤0.01% 2011
2018
Q1 		$98K Hold
1,148
– – 0.01% 780
2017
Q4 		$122K Buy
1,148
+1,100
+2,292% +$110K 0.01% 611
2017
Q3 		$4K Sell
48
-12
-20% -$1.14K ﹤0.01% 1362
2017
Q2 		$5K Buy
60
+12
+25% +$1.08K ﹤0.01% 1231
2017
Q1 		$4K Hold
48
– – ﹤0.01% 1192
2016
Q4 		$4K Buy
+48
New +$4.3K ﹤0.01% 693

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

Steward Partners Investment Advisory's SMG Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its ScottsMiracle-Gro (SMG) stake by 15% in Q1 2026, selling an estimated $9.96K and leaving 906 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Steward Partners Investment Advisory first reported a position in SMG in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.43M in Q4 2021. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Steward Partners Investment Advisory held 906 shares of ScottsMiracle-Gro worth $55.1K as of Q1 2026.
  • Steward Partners Investment Advisory sold 154 ScottsMiracle-Gro shares in Q1 2026, an estimated $9.96K.
  • ScottsMiracle-Gro made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2730 holding.
  • Steward Partners Investment Advisory first reported a position in ScottsMiracle-Gro in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's ScottsMiracle-Gro position peaked at $3.43M in Q4 2021.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.