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Bartlett & Co Wealth Management’s NuScale Power SMR Stock Holding History

Bartlett & Co 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 		$1.98K Buy
+197
New +$2.22K ﹤0.01% 1170

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

Bartlett & Co Wealth Management's SMR Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in NuScale Power (SMR) in Q2 2026: 197 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #1170 among its holdings.

519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Bartlett & Co Wealth Management held 197 shares of NuScale Power worth $1.98K as of Q2 2026.
  • NuScale Power was a new Bartlett & Co Wealth Management position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1170 holding.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.