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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
Q2 		$388K Hold
5,700
– – 0.26% 132
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
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

Total Wealth Planning & Management's SMG Position: Q2 2026 in Review

Total Wealth Planning & Management held its ScottsMiracle-Gro (SMG) position steady in Q2 2026 at 5,700 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #131.

Total Wealth Planning & Management first reported a position in SMG in Q4 2024 and has held it in 6 quarters since. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Total Wealth Planning & Management held 5,700 shares of ScottsMiracle-Gro worth $388K as of Q2 2026.
  • Total Wealth Planning & Management left its ScottsMiracle-Gro share count unchanged in Q2 2026.
  • ScottsMiracle-Gro made up 0.26% of Total Wealth Planning & Management's portfolio in Q2 2026, its #131 holding.
  • Total Wealth Planning & Management first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 6 quarters since.
  • 466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.