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Altshuler Shaham’s NuScale Power SMR Stock Holding History

Altshuler Shaham’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 		– Sell
-2,594
Closed -$28.1K – 540
2026
Q1 		$28.1K Sell
2,594
-37,189
-93% -$566K ﹤0.01% 221
2025
Q4 		$564K Buy
39,783
+2,897
+8% +$82.9K 0.01% 146
2025
Q3 		$1.33M Buy
36,886
+12,779
+53% +$509K 0.02% 74
2025
Q2 		$954K Buy
24,107
+1,265
+6% +$31.7K 0.03% 78
2025
Q1 		$323K Buy
22,842
+15,091
+195% +$305K 0.01% 110
2024
Q4 		$139K Buy
+7,751
New +$160K ﹤0.01% 112

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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

Altshuler Shaham's SMR Position: Q2 2026 in Review

Altshuler Shaham sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 2,594 shares — an estimated $28.1K sold.

Altshuler Shaham first reported a position in SMR in Q4 2024 and held it in 6 quarters. The position peaked at $1.33M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Altshuler Shaham reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Altshuler Shaham sold 2,594 NuScale Power shares in Q2 2026, an estimated $28.1K.
  • Altshuler Shaham first reported a position in NuScale Power in Q4 2024 and held it in 6 quarters.
  • Altshuler Shaham's NuScale Power position peaked at $1.33M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.