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United Capital Financial Advisors’s ScottsMiracle-Gro SMG Stock Holding History

United Capital Financial Advisors’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 		$338K Sell
4,960
-3,452
-41% -$214K ﹤0.01% 1315
2026
Q1 		$512K Buy
8,412
+4,203
+100% +$272K ﹤0.01% 1064
2025
Q4 		$246K Sell
4,209
-1,993
-32% -$112K ﹤0.01% 1249
2025
Q3 		$353K Buy
+6,202
New +$391K ﹤0.01% 965
2023
Q2 		– Sell
-3,356
Closed -$234K – 968
2023
Q1 		$234K Buy
+3,356
New +$241K ﹤0.01% 891
2020
Q3 		– Sell
-3,789
Closed -$510K – 1226
2020
Q2 		$510K Buy
+3,789
New +$489K ﹤0.01% 861
2020
Q1 		– Sell
-2,603
Closed -$276K – 1348
2019
Q4 		$276K Buy
+2,603
New +$266K ﹤0.01% 1173
2019
Q3 		– Sell
-16,395
Closed -$1.61M – 1460
2019
Q2 		$1.61M Buy
16,395
+145
+0.9% +$12.9K 0.01% 676
2019
Q1 		$1.28M Buy
16,250
+136
+0.8% +$10.3K 0.01% 708
2018
Q4 		$990K Buy
16,114
+1,868
+13% +$133K 0.01% 721
2018
Q3 		$1.12M Buy
14,246
+1,211
+9% +$95.2K 0.01% 749
2018
Q2 		$1.08M Buy
13,035
+4,770
+58% +$399K 0.01% 747
2018
Q1 		$709K Sell
8,265
-150
-2% -$14.3K 0.01% 863
2017
Q4 		$900K Sell
8,415
-100
-1% -$9.99K 0.01% 812
2017
Q3 		$829K Buy
8,515
+811
+11% +$76.9K 0.01% 823
2017
Q2 		$689K Buy
7,704
+150
+2% +$13.5K 0.01% 855
2017
Q1 		$706K Sell
7,554
-800
-10% -$74.2K 0.01% 835
2016
Q4 		$798K Buy
8,354
+3,511
+72% +$315K 0.01% 805
2016
Q3 		$403K Buy
+4,843
New +$382K ﹤0.01% 1008

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 $3.37T AUM 44.26% 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

United Capital Financial Advisors's SMG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its ScottsMiracle-Gro (SMG) stake by 41% in Q2 2026, selling an estimated $214K and leaving 4,960 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

United Capital Financial Advisors first reported a position in SMG in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.61M in Q2 2019. 463 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • United Capital Financial Advisors held 4,960 shares of ScottsMiracle-Gro worth $338K as of Q2 2026.
  • United Capital Financial Advisors sold 3,452 ScottsMiracle-Gro shares in Q2 2026, an estimated $214K.
  • ScottsMiracle-Gro made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1315 holding.
  • United Capital Financial Advisors first reported a position in ScottsMiracle-Gro in Q3 2016 and has held it in 19 quarters since.
  • United Capital Financial Advisors's ScottsMiracle-Gro position peaked at $1.61M in Q2 2019.
  • 463 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.