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Total Wealth Planning & Management’s ScottsMiracle-Gro SMG Stock Holding History

Total Wealth Planning & 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 		$347K Buy
5,700
+300
+6% +$19.4K 0.26% 137
2025
Q4 		$315K Buy
+5,400
New +$303K 0.23% 152
2025
Q2 		$336K Buy
5,100
+200
+4% +$11.6K 0.27% 136
2025
Q1 		$269K Hold
4,900
– – 0.26% 151
2024
Q4 		$325K Buy
+4,900
New +$387K 0.3% 114

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

Total Wealth Planning & Management's SMG Position: Q1 2026 in Review

Total Wealth Planning & Management increased its ScottsMiracle-Gro (SMG) stake by 5.1% in Q1 2026, buying an estimated $17.9K and bringing the position to 5,700 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #136.

Total Wealth Planning & Management first reported a position in SMG in Q4 2024 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

  • Total Wealth Planning & Management held 5,700 shares of ScottsMiracle-Gro worth $347K as of Q1 2026.
  • Total Wealth Planning & Management bought 277 ScottsMiracle-Gro shares in Q1 2026, an estimated $17.9K.
  • ScottsMiracle-Gro made up 0.26% of Total Wealth Planning & Management's portfolio in Q1 2026, its #136 holding.
  • Total Wealth Planning & Management first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 5 quarters since.
  • 439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.