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 Q3	$3.31K	Sell	66 -200	-75%	-$12.3K	﹤0.01%	1496
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

True Wealth Design's SMG Position: Q3 2026 in Review

True Wealth Design reduced its ScottsMiracle-Gro (SMG) stake by 75% in Q3 2026, selling an estimated $12.3K and leaving 66 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

True Wealth Design first reported a position in SMG in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.1K in Q2 2026. 88 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

True Wealth Design held 66 shares of ScottsMiracle-Gro worth $3.31K as of Q3 2026.
True Wealth Design sold 200 ScottsMiracle-Gro shares in Q3 2026, an estimated $12.3K.
ScottsMiracle-Gro made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1496 holding.
True Wealth Design first reported a position in ScottsMiracle-Gro in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's ScottsMiracle-Gro position peaked at $18.1K in Q2 2026.
88 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.