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Wealth Alliance’s ScottsMiracle-Gro SMG Stock Holding History

Wealth Alliance’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
2025
Q2 		– Sell
-4,584
Closed -$252K – 566
2025
Q1 		$252K Buy
4,584
+48
+1% +$3.1K 0.03% 438
2024
Q4 		$301K Sell
4,536
-22
-0.5% -$1.74K 0.04% 385
2024
Q3 		$395K Buy
4,558
+56
+1% +$3.94K 0.05% 329
2024
Q2 		$293K Sell
4,502
-261
-5% -$17.8K 0.04% 389
2024
Q1 		$355K Sell
4,763
-867
-15% -$53.9K 0.05% 356
2023
Q4 		$359K Buy
5,630
+1,017
+22% +$54.9K 0.05% 328
2023
Q3 		$238K Sell
4,613
-25
-0.5% -$1.45K 0.04% 419
2023
Q2 		$291K Buy
4,638
+44
+1% +$2.95K 0.04% 384
2023
Q1 		$320K Buy
+4,594
New +$330K 0.05% 343
2022
Q3 		– Sell
-3,592
Closed -$284K – 477
2022
Q2 		$284K Sell
3,592
-930
-21% -$91.9K 0.05% 339
2022
Q1 		$556K Buy
4,522
+315
+7% +$44.1K 0.11% 195
2021
Q4 		$677K Sell
4,207
-59
-1% -$9.13K 0.14% 171
2021
Q3 		$624K Sell
4,266
-231
-5% -$37.9K 0.14% 165
2021
Q2 		$863K Buy
4,497
+115
+3% +$25.4K 0.2% 119
2021
Q1 		$1.07M Sell
4,382
-241
-5% -$54.6K 0.3% 77
2020
Q4 		$920K Sell
4,623
-41
-0.9% -$7.03K 0.27% 83
2020
Q3 		$713K Sell
4,664
-937
-17% -$145K 0.26% 101
2020
Q2 		$753K Buy
5,601
+382
+7% +$49.3K 0.3% 82
2020
Q1 		$534K Buy
+5,219
New +$574K 0.29% 100

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealth Alliance's SMG Position: Q2 2025 in Review

Wealth Alliance sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 4,584 shares — an estimated $252K sold.

Wealth Alliance first reported a position in SMG in Q1 2020 and held it in 19 quarters. The position peaked at $1.07M in Q1 2021. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • Wealth Alliance reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance sold 4,584 ScottsMiracle-Gro shares in Q2 2025, an estimated $252K.
  • Wealth Alliance first reported a position in ScottsMiracle-Gro in Q1 2020 and held it in 19 quarters.
  • Wealth Alliance's ScottsMiracle-Gro position peaked at $1.07M in Q1 2021.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.