Arax Advisory Partners
SMR icon

Arax Advisory Partners’s NuScale Power SMR Stock Holding History

Arax Advisory Partners’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
Q3 		$122K Buy
15,427
+3,756
+32% +$33.8K ﹤0.01% 2680
2026
Q2 		$117K Buy
11,671
+7,469
+178% +$84.2K ﹤0.01% 2613
2026
Q1 		$45.6K Buy
4,202
+463
+12% +$7.04K ﹤0.01% 1729
2025
Q4 		$53K Buy
3,739
+772
+26% +$22.1K ﹤0.01% 1579
2025
Q3 		$107K Buy
2,967
+44
+2% +$1.75K ﹤0.01% 1511
2025
Q2 		$116K Buy
+2,923
New +$73.3K 0.01% 863

Other funds holding SMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Samsung C&T Corporation
Samsung C&T Corporation Seoul, South Korea $12.5M AUM 78.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Arax Advisory Partners's SMR Position: Q3 2026 in Review

Arax Advisory Partners increased its NuScale Power (SMR) stake by 32% in Q3 2026, buying an estimated $33.8K and bringing the position to 15,427 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Arax Advisory Partners first reported a position in SMR in Q2 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Arax Advisory Partners held 15,427 shares of NuScale Power worth $122K as of Q3 2026.
  • Arax Advisory Partners bought 3,756 NuScale Power shares in Q3 2026, an estimated $33.8K.
  • NuScale Power made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #2680 holding.
  • Arax Advisory Partners first reported a position in NuScale Power in Q2 2025 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.