Y-Intercept (HK)’s ScottsMiracle-Gro SMG Stock Holding History

Y-Intercept (HK)’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	$1.31M	Buy	+19,256	New	+$1.19M	0.03%	918
2026 Q1	–	Sell	-18,239	Closed	-$1.06M	–	2014
2025 Q4	$1.06M	Sell	18,239 -16,248	-47%	-$911K	0.02%	953
2025 Q3	$1.96M	Sell	34,487 -21,657	-39%	-$1.37M	0.05%	618
2025 Q2	$3.7M	Buy	56,144 +47,463	+547%	+$2.74M	0.09%	331
2025 Q1	$477K	Buy	+8,681	New	+$561K	0.03%	715
2024 Q4	–	Sell	-39,620	Closed	-$3.44M	–	1617
2024 Q3	$3.44M	Buy	+39,620	New	+$2.78M	0.21%	100
2024 Q2	–	Sell	-4,505	Closed	-$336K	–	1877
2024 Q1	$336K	Sell	4,505 -6,826	-60%	-$424K	0.03%	907
2023 Q4	$722K	Buy	+11,331	New	+$612K	0.07%	445
2023 Q2	–	Sell	-7,735	Closed	-$539K	–	1689
2023 Q1	$539K	Buy	+7,735	New	+$556K	0.06%	484
2022 Q4	–	Sell	-17,526	Closed	-$749K	–	1320
2022 Q3	$749K	Buy	17,526 +14,174	+423%	+$1.02M	0.07%	394
2022 Q2	$265K	Sell	3,352 -63	-2%	-$6.23K	0.03%	624
2022 Q1	$420K	Buy	+3,415	New	+$478K	0.1%	335
2021 Q4	–	Sell	-4,527	Closed	-$663K	–	859
2021 Q3	$663K	Sell	4,527 -1,254	-22%	-$205K	0.12%	266
2021 Q2	$1.11M	Buy	+5,781	New	+$1.28M	0.28%	77

Other funds holding SMG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SSI

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MCM

Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK)'s SMG Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in ScottsMiracle-Gro (SMG) in Q2 2026: 19,256 shares worth $1.31M. The stake represents 0.03% of the portfolio and ranks #918 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SMG as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SMG in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.7M in Q2 2025. 73 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Y-Intercept (HK) held 19,256 shares of ScottsMiracle-Gro worth $1.31M as of Q2 2026.
ScottsMiracle-Gro was a new Y-Intercept (HK) position in Q2 2026.
ScottsMiracle-Gro made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #918 holding.
Y-Intercept (HK) first reported a position in ScottsMiracle-Gro in Q2 2021 and has held it in 14 quarters since.
Y-Intercept (HK)'s ScottsMiracle-Gro position peaked at $3.7M in Q2 2025.
73 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.