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Benson Wealth Management’s NuScale Power SMR Stock Holding History

Benson 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 		$481 Buy
48
+36
+300% +$406 ﹤0.01% 349
2026
Q1 		$130 Buy
+12
New +$183 ﹤0.01% 346

Other funds holding SMR

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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

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

Benson Wealth Management increased its NuScale Power (SMR) stake by 300% in Q2 2026, buying an estimated $406 and bringing the position to 48 shares worth $481. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Benson Wealth Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Benson Wealth Management held 48 shares of NuScale Power worth $481 as of Q2 2026.
  • Benson Wealth Management bought 36 NuScale Power shares in Q2 2026, an estimated $406.
  • NuScale Power made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Benson Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 515 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.