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Adamsbrown Wealth Consultants’s NuScale Power SMR Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100K Buy
+10,000
New +$113K 0.02% 170

Other funds holding SMR

VanEck Associates
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Adamsbrown Wealth Consultants's SMR Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in NuScale Power (SMR) in Q2 2026: 10,000 shares worth $100K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings.

520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Adamsbrown Wealth Consultants held 10,000 shares of NuScale Power worth $100K as of Q2 2026.
  • NuScale Power was a new Adamsbrown Wealth Consultants position in Q2 2026.
  • NuScale Power made up 0.02% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #170 holding.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.