Bogart Wealth LLC’s NuScale Power SMR Stock Holding History

Bogart Wealth LLC’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	$77.8K	Buy	7,760 +7,000	+921%	+$79K	﹤0.01%	441
2026 Q1	$8.24K	Buy	760 +428	+129%	+$6.51K	﹤0.01%	944
2025 Q4	$4.7K	Sell	332 -238	-42%	-$6.81K	﹤0.01%	1012
2025 Q3	$20.5K	Buy	570 +100	+21%	+$3.98K	﹤0.01%	653
2025 Q2	$18.6K	Buy	470 +20	+4%	+$502	﹤0.01%	645
2025 Q1	$6.37K	Buy	450 +250	+125%	+$5.05K	﹤0.01%	857
2024 Q4	$3.59K	Hold	200	–	–	﹤0.01%	965
2024 Q3	$2.32K	Hold	200	–	–	﹤0.01%	952
2024 Q2	$2.34K	Hold	200	–	–	﹤0.01%	909
2024 Q1	$1.06K	Hold	200	–	–	﹤0.01%	962
2023 Q4	$658	Hold	200	–	–	﹤0.01%	985
2023 Q3	$980	Hold	200	–	–	﹤0.01%	958
2023 Q2	$1.36K	Hold	200	–	–	﹤0.01%	923
2023 Q1	$1.82K	Hold	200	–	–	﹤0.01%	917
2022 Q4	$2.05K	Buy	+200	New	+$2.21K	﹤0.01%	791

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bogart Wealth LLC's SMR Position: Q2 2026 in Review

Bogart Wealth LLC increased its NuScale Power (SMR) stake by 921% in Q2 2026, buying an estimated $79K and bringing the position to 7,760 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Bogart Wealth LLC first reported a position in SMR in Q4 2022 and has held it in 15 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Bogart Wealth LLC held 7,760 shares of NuScale Power worth $77.8K as of Q2 2026.
Bogart Wealth LLC bought 7,000 NuScale Power shares in Q2 2026, an estimated $79K.
NuScale Power made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #441 holding.
Bogart Wealth LLC first reported a position in NuScale Power in Q4 2022 and has held it in 15 quarters since.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.