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TFC Financial Management’s ScottsMiracle-Gro SMG Stock Holding History

TFC Financial 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
2025
Q2 		– Sell
-8
Closed -$440 – 1078
2025
Q1 		$440 Hold
8
– – ﹤0.01% 667
2024
Q4 		$531 Hold
8
– – ﹤0.01% 645
2024
Q3 		$694 Buy
8
+1
+14% +$70 ﹤0.01% 623
2024
Q2 		$456 Hold
7
– – ﹤0.01% 648
2024
Q1 		$523 Hold
7
– – ﹤0.01% 631
2023
Q4 		$447 Buy
+7
New +$378 ﹤0.01% 608

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TFC Financial Management's SMG Position: Q2 2025 in Review

TFC Financial Management sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 8 shares — an estimated $440 sold.

TFC Financial Management first reported a position in SMG in Q4 2023 and held it in 6 quarters. The position peaked at $694 in Q3 2024. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • TFC Financial Management reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 8 ScottsMiracle-Gro shares in Q2 2025, an estimated $440.
  • TFC Financial Management first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 6 quarters.
  • TFC Financial Management's ScottsMiracle-Gro position peaked at $694 in Q3 2024.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.