True Wealth Design’s ScottsMiracle-Gro SMG Stock Holding History

True Wealth Design’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	$18.1K	Buy	266 +214	+412%	+$13.3K	﹤0.01%	842
2026 Q1	$3.16K	Buy	52 +10	+24%	+$647	﹤0.01%	1379
2025 Q4	$2.45K	Sell	42 -88	-68%	-$4.94K	﹤0.01%	1373
2025 Q3	$7.4K	Buy	130 +17	+15%	+$1.07K	﹤0.01%	943
2025 Q2	$7.45K	Buy	113 +89	+371%	+$5.14K	﹤0.01%	674
2025 Q1	$1.32K	Buy	+24	New	+$1.55K	﹤0.01%	1162
2024 Q4	–	Sell	-98	Closed	-$8.5K	–	1502
2024 Q3	$8.5K	Buy	+98	New	+$6.89K	﹤0.01%	451

Other funds holding SMG

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SSI

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

True Wealth Design's SMG Position: Q2 2026 in Review

True Wealth Design increased its ScottsMiracle-Gro (SMG) stake by 412% in Q2 2026, buying an estimated $13.3K and bringing the position to 266 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

True Wealth Design first reported a position in SMG in Q3 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

True Wealth Design held 266 shares of ScottsMiracle-Gro worth $18.1K as of Q2 2026.
True Wealth Design bought 214 ScottsMiracle-Gro shares in Q2 2026, an estimated $13.3K.
ScottsMiracle-Gro made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #842 holding.
True Wealth Design first reported a position in ScottsMiracle-Gro in Q3 2024 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.