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Axxcess Wealth Management’s NuScale Power SMR Stock Holding History

Axxcess Wealth 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 		$512K Buy
+51,000
New +$575K 0.01% 714
2026
Q1 		– Sell
-41,687
Closed -$591K – 899
2025
Q4 		$591K Buy
41,687
+20,000
+92% +$572K 0.01% 650
2025
Q3 		$781K Buy
+21,687
New +$864K 0.02% 505

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

Axxcess Wealth Management's SMR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in NuScale Power (SMR) in Q2 2026: 51,000 shares worth $512K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SMR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $781K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Axxcess Wealth Management held 51,000 shares of NuScale Power worth $512K as of Q2 2026.
  • NuScale Power was a new Axxcess Wealth Management position in Q2 2026.
  • NuScale Power made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Axxcess Wealth Management first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • Axxcess Wealth Management's NuScale Power position peaked at $781K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.