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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
Q2 		$117K Buy
11,671
+7,469
+178% +$84.3K ﹤0.01% 2613
2026
Q1 		$45.5K 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

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

Arax Advisory Partners's SMR Position: Q2 2026 in Review

Arax Advisory Partners increased its NuScale Power (SMR) stake by 178% in Q2 2026, buying an estimated $84.3K and bringing the position to 11,671 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Arax Advisory Partners first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Arax Advisory Partners held 11,671 shares of NuScale Power worth $117K as of Q2 2026.
  • Arax Advisory Partners bought 7,469 NuScale Power shares in Q2 2026, an estimated $84.3K.
  • NuScale Power made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2613 holding.
  • Arax Advisory Partners first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.