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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
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
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

Summit Trail Advisors's SMG Position: Q1 2026 in Review

Summit Trail Advisors reduced its ScottsMiracle-Gro (SMG) stake by 21% in Q1 2026, selling an estimated $282K and leaving 16,837 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #918.

Summit Trail Advisors first reported a position in SMG in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2025. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Summit Trail Advisors held 16,837 shares of ScottsMiracle-Gro worth $1.02M as of Q1 2026.
  • Summit Trail Advisors sold 4,354 ScottsMiracle-Gro shares in Q1 2026, an estimated $282K.
  • ScottsMiracle-Gro made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #918 holding.
  • Summit Trail Advisors first reported a position in ScottsMiracle-Gro in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's ScottsMiracle-Gro position peaked at $1.51M in Q2 2025.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.