AssetMark Inc
SMR icon

AssetMark Inc’s NuScale Power SMR Stock Holding History

AssetMark Inc’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 		$23.4K Sell
2,332
-96
-4% -$1.08K ﹤0.01% 2115
2026
Q1 		$26.3K Buy
2,428
+2,309
+1,940% +$35.1K ﹤0.01% 1962
2025
Q4 		$1.69K Buy
119
+44
+59% +$1.26K ﹤0.01% 2811
2025
Q3 		$2.7K Buy
75
+37
+97% +$1.47K ﹤0.01% 2552
2025
Q2 		$1.5K Sell
38
-7
-16% -$176 ﹤0.01% 2515
2025
Q1 		$637 Buy
+45
New +$910 ﹤0.01% 2372
2024
Q2 		– Sell
-500
Closed -$2.65K – 2213
2024
Q1 		$2.65K Buy
+500
New +$1.79K ﹤0.01% 1550

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

AssetMark Inc's SMR Position: Q2 2026 in Review

AssetMark Inc reduced its NuScale Power (SMR) stake by 4% in Q2 2026, selling an estimated $1.08K and leaving 2,332 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

AssetMark Inc first reported a position in SMR in Q1 2024 and has held it in 7 quarters since. The position peaked at $26.3K in Q1 2026. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • AssetMark Inc held 2,332 shares of NuScale Power worth $23.4K as of Q2 2026.
  • AssetMark Inc sold 96 NuScale Power shares in Q2 2026, an estimated $1.08K.
  • NuScale Power made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2115 holding.
  • AssetMark Inc first reported a position in NuScale Power in Q1 2024 and has held it in 7 quarters since.
  • AssetMark Inc's NuScale Power position peaked at $26.3K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.