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Blue Trust Inc’s NuScale Power SMR Stock Holding History

Blue Trust Inc’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 		$19.4K Buy
1,939
+24
+1% +$271 ﹤0.01% 1665
2026
Q1 		$20.8K Buy
1,915
+109
+6% +$1.66K ﹤0.01% 1627
2025
Q4 		$25.6K Sell
1,806
-100
-5% -$2.86K ﹤0.01% 1602
2025
Q3 		$68.6K Buy
1,906
+681
+56% +$27.1K ﹤0.01% 1246
2025
Q2 		$48.5K Hold
1,225
– – ﹤0.01% 1465
2025
Q1 		$17.3K Sell
1,225
-102
-8% -$2.06K ﹤0.01% 1690
2024
Q4 		$23.8K Buy
+1,327
New +$27.4K ﹤0.01% 1560

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

Blue Trust Inc's SMR Position: Q2 2026 in Review

Blue Trust Inc increased its NuScale Power (SMR) stake by 1.3% in Q2 2026, buying an estimated $271 and bringing the position to 1,939 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Blue Trust Inc first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.6K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Blue Trust Inc held 1,939 shares of NuScale Power worth $19.4K as of Q2 2026.
  • Blue Trust Inc bought 24 NuScale Power shares in Q2 2026, an estimated $271.
  • NuScale Power made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1665 holding.
  • Blue Trust Inc first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Blue Trust Inc's NuScale Power position peaked at $68.6K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.