Anchor Investment Management’s NuScale Power SMR Stock Holding History

Anchor Investment Management’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	$2.36K	Hold	235	–	–	﹤0.01%	1082
2026 Q1	$2.55K	Hold	235	–	–	﹤0.01%	966
2025 Q4	$3.33K	Hold	235	–	–	﹤0.01%	935
2025 Q3	$8.46K	Hold	235	–	–	﹤0.01%	838
2025 Q2	$9.3K	Hold	235	–	–	﹤0.01%	809
2025 Q1	$3.33K	Buy	+235	New	+$4.75K	﹤0.01%	917
2023 Q4	–	Sell	-250	Closed	-$1.23K	–	988
2023 Q3	$1.23K	Hold	250	–	–	﹤0.01%	922
2023 Q2	$1.7K	Hold	250	–	–	﹤0.01%	890
2023 Q1	$2.27K	Hold	250	–	–	﹤0.01%	894
2022 Q4	$2.56K	Hold	250	–	–	﹤0.01%	860
2022 Q3	$2.92K	Buy	+250	New	+$3.28K	﹤0.01%	862

Other funds holding SMR

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Anchor Investment Management's SMR Position: Q2 2026 in Review

Anchor Investment Management held its NuScale Power (SMR) position steady in Q2 2026 at 235 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Anchor Investment Management first reported a position in SMR in Q3 2022 and has held it in 11 quarters since. The position peaked at $9.3K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Anchor Investment Management held 235 shares of NuScale Power worth $2.36K as of Q2 2026.
Anchor Investment Management left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1082 holding.
Anchor Investment Management first reported a position in NuScale Power in Q3 2022 and has held it in 11 quarters since.
Anchor Investment Management's NuScale Power position peaked at $9.3K in Q2 2025.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.