Summit Trail Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Summit Trail Advisors’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 Q2	$1.91M	Buy	28,087 +11,250	+67%	+$697K	0.02%	637
2026 Q1	$1.02M	Sell	16,837 -4,354	-21%	-$282K	0.01%	918
2025 Q4	$1.24M	Sell	21,191 -807	-4%	-$45.3K	0.02%	696
2025 Q3	$1.25M	Sell	21,998 -859	-4%	-$54.2K	0.02%	707
2025 Q2	$1.51M	Buy	+22,857	New	+$1.32M	0.03%	341
2018 Q1	–	Sell	-1,683	Closed	-$180K	–	1465
2017 Q4	$180K	Buy	+1,683	New	+$168K	0.02%	457

Other funds holding SMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Summit Trail Advisors's SMG Position: Q2 2026 in Review

Summit Trail Advisors increased its ScottsMiracle-Gro (SMG) stake by 67% in Q2 2026, buying an estimated $697K and bringing the position to 28,087 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #637.

Summit Trail Advisors first reported a position in SMG in Q4 2017 and has held it in 6 quarters since. 464 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Summit Trail Advisors held 28,087 shares of ScottsMiracle-Gro worth $1.91M as of Q2 2026.
Summit Trail Advisors bought 11,250 ScottsMiracle-Gro shares in Q2 2026, an estimated $697K.
ScottsMiracle-Gro made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #637 holding.
Summit Trail Advisors first reported a position in ScottsMiracle-Gro in Q4 2017 and has held it in 6 quarters since.
464 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.