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WoodTrust Financial’s ScottsMiracle-Gro SMG Stock Holding History

WoodTrust Financial’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
-6,000
Closed -$342K – 189
2025
Q3 		$342K Hold
6,000
– – 0.04% 139
2025
Q2 		$396K Buy
+6,000
New +$347K 0.05% 114

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 $27.7B AUM 52.44% 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 $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WoodTrust Financial's SMG Position: Q4 2025 in Review

WoodTrust Financial sold out of ScottsMiracle-Gro (SMG) in Q4 2025, closing a stake of 6,000 shares — an estimated $342K sold.

WoodTrust Financial first reported a position in SMG in Q2 2025 and held it in 2 quarters. The position peaked at $396K in Q2 2025. 432 funds tracked by Wall St. Rank hold SMG as of Q4 2025.

  • WoodTrust Financial reported no remaining ScottsMiracle-Gro position as of Q4 2025 after selling out during the quarter.
  • WoodTrust Financial sold 6,000 ScottsMiracle-Gro shares in Q4 2025, an estimated $342K.
  • WoodTrust Financial first reported a position in ScottsMiracle-Gro in Q2 2025 and held it in 2 quarters.
  • WoodTrust Financial's ScottsMiracle-Gro position peaked at $396K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2025.

Based on WoodTrust Financial's 13F filing for Q4 2025, filed 30 Jan 2026.