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Wealthspire Advisors (New York)’s ScottsMiracle-Gro SMG Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-514
Closed -$29.3K – 2595
2025
Q3 		$29.3K Buy
+514
New +$32.4K ﹤0.01% 1474

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 514 shares — an estimated $29.3K sold.

Wealthspire Advisors (New York) first reported a position in SMG in Q3 2025 and held it in 1 quarter. The position peaked at $29.3K in Q3 2025. 430 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 514 ScottsMiracle-Gro shares in Q4 2025, an estimated $29.3K.
  • Wealthspire Advisors (New York) first reported a position in ScottsMiracle-Gro in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ScottsMiracle-Gro position peaked at $29.3K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.