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Bell Investment Advisors’s NuScale Power SMR Stock Holding History

Bell Investment 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 		– Sell
-64
Closed -$694 – 1903
2026
Q1 		$694 Buy
+64
New +$974 ﹤0.01% 1632
2025
Q2 		– Sell
-21
Closed -$298 – 1964
2025
Q1 		$298 Buy
+21
New +$424 ﹤0.01% 1851

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

Bell Investment Advisors's SMR Position: Q2 2026 in Review

Bell Investment Advisors sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 64 shares — an estimated $694 sold.

Bell Investment Advisors first reported a position in SMR in Q1 2025 and held it in 2 quarters. The position peaked at $694 in Q1 2026. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Bell Investment Advisors reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 64 NuScale Power shares in Q2 2026, an estimated $694.
  • Bell Investment Advisors first reported a position in NuScale Power in Q1 2025 and held it in 2 quarters.
  • Bell Investment Advisors's NuScale Power position peaked at $694 in Q1 2026.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.