Baird Financial Group
SMR icon

Baird Financial Group’s NuScale Power SMR Stock Holding History

Baird Financial Group’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 		$3.03M Sell
302,351
-34,508
-10% -$389K ﹤0.01% 950
2026
Q1 		$3.65M Sell
336,859
-35,555
-10% -$541K 0.01% 836
2025
Q4 		$5.28M Buy
372,414
+126,588
+51% +$3.62M 0.01% 719
2025
Q3 		$8.85M Sell
245,826
-44,703
-15% -$1.78M 0.01% 575
2025
Q2 		$11.5M Sell
290,529
-122,978
-30% -$3.09M 0.02% 492
2025
Q1 		$5.86M Buy
413,507
+13,452
+3% +$272K 0.01% 637
2024
Q4 		$7.17M Buy
400,055
+2,954
+0.7% +$61K 0.01% 581
2024
Q3 		$4.6M Buy
+397,101
New +$4.05M 0.01% 700

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

Baird Financial Group's SMR Position: Q2 2026 in Review

Baird Financial Group reduced its NuScale Power (SMR) stake by 10% in Q2 2026, selling an estimated $389K and leaving 302,351 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Baird Financial Group first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Baird Financial Group held 302,351 shares of NuScale Power worth $3.03M as of Q2 2026.
  • Baird Financial Group sold 34,508 NuScale Power shares in Q2 2026, an estimated $389K.
  • NuScale Power made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #950 holding.
  • Baird Financial Group first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
  • Baird Financial Group's NuScale Power position peaked at $11.5M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.