AWA
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Arkadios Wealth Advisors’s NuScale Power SMR Stock Holding History

Arkadios Wealth Advisors’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 		$389K Sell
38,738
-19,593
-34% -$221K 0.01% 1248
2026
Q1 		$632K Buy
58,331
+19,137
+49% +$291K 0.01% 995
2025
Q4 		$555K Buy
39,194
+15,819
+68% +$452K 0.01% 954
2025
Q3 		$842K Buy
23,375
+12,237
+110% +$488K 0.02% 714
2025
Q2 		$441K Sell
11,138
-14,611
-57% -$367K 0.01% 898
2025
Q1 		$365K Buy
25,749
+1,281
+5% +$25.9K 0.01% 824
2024
Q4 		$439K Buy
+24,468
New +$505K 0.02% 598

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

Arkadios Wealth Advisors's SMR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its NuScale Power (SMR) stake by 34% in Q2 2026, selling an estimated $221K and leaving 38,738 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1248.

Arkadios Wealth Advisors first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $842K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Arkadios Wealth Advisors held 38,738 shares of NuScale Power worth $389K as of Q2 2026.
  • Arkadios Wealth Advisors sold 19,593 NuScale Power shares in Q2 2026, an estimated $221K.
  • NuScale Power made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1248 holding.
  • Arkadios Wealth Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Arkadios Wealth Advisors's NuScale Power position peaked at $842K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.