Whipplewood Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Whipplewood 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	$681	Hold	10	–	–	﹤0.01%	586
2026 Q1	$608	Buy	+10	New	+$647	﹤0.01%	969
2025 Q3	–	Sell	-10	Closed	-$660	–	1020
2025 Q2	$660	Sell	10 -40	-80%	-$2.31K	﹤0.01%	1089
2025 Q1	$549	Buy	50 +40	+400%	+$2.59K	﹤0.01%	1119
2024 Q4	$663	Buy	+10	New	+$791	﹤0.01%	1082

Other funds holding SMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Whipplewood Advisors's SMG Position: Q2 2026 in Review

Whipplewood Advisors held its ScottsMiracle-Gro (SMG) position steady in Q2 2026 at 10 shares worth $681. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Whipplewood Advisors first reported a position in SMG in Q4 2024 and has held it in 5 quarters since. 466 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Whipplewood Advisors held 10 shares of ScottsMiracle-Gro worth $681 as of Q2 2026.
Whipplewood Advisors left its ScottsMiracle-Gro share count unchanged in Q2 2026.
ScottsMiracle-Gro made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #586 holding.
Whipplewood Advisors first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 5 quarters since.
466 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.