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Brinker Capital Investments’s NuScale Power SMR Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-17,043
Closed -$241K – 2231
2025
Q4 		$241K Sell
17,043
-27,793
-62% -$795K ﹤0.01% 1921
2025
Q3 		$1.61M Buy
44,836
+12,173
+37% +$485K 0.01% 957
2025
Q2 		$1.29M Buy
32,663
+2,798
+9% +$70.2K 0.01% 1043
2025
Q1 		$423K Buy
29,865
+19,735
+195% +$399K ﹤0.01% 1486
2024
Q4 		$182K Buy
+10,130
New +$209K ﹤0.01% 1762

Other funds holding SMR

VanEck Associates
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brinker Capital Investments's SMR Position: Q1 2026 in Review

Brinker Capital Investments sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 17,043 shares — an estimated $241K sold.

Brinker Capital Investments first reported a position in SMR in Q4 2024 and held it in 5 quarters. The position peaked at $1.61M in Q3 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Brinker Capital Investments reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 17,043 NuScale Power shares in Q1 2026, an estimated $241K.
  • Brinker Capital Investments first reported a position in NuScale Power in Q4 2024 and held it in 5 quarters.
  • Brinker Capital Investments's NuScale Power position peaked at $1.61M in Q3 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.