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Synergy Investment Management’s ScottsMiracle-Gro SMG Stock Holding History

Synergy Investment 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 		$730 Buy
+12
New +$776 ﹤0.01% 802
2025
Q2 		– Sell
-12
Closed -$658 – 488
2025
Q1 		$658 Hold
12
– – ﹤0.01% 582
2024
Q4 		$796 Buy
+12
New +$949 ﹤0.01% 612

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

Synergy Investment Management's SMG Position: Q1 2026 in Review

Synergy Investment Management opened a new position in ScottsMiracle-Gro (SMG) in Q1 2026: 12 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in SMG as recently as Q1 2025.

Synergy Investment Management first reported a position in SMG in Q4 2024 and has held it in 3 quarters since. The position peaked at $796 in Q4 2024. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Synergy Investment Management held 12 shares of ScottsMiracle-Gro worth $730 as of Q1 2026.
  • ScottsMiracle-Gro was a new Synergy Investment Management position in Q1 2026.
  • ScottsMiracle-Gro made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #802 holding.
  • Synergy Investment Management first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's ScottsMiracle-Gro position peaked at $796 in Q4 2024.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.