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Cassaday & Co Wealth Management’s NuScale Power SMR Stock Holding History

Cassaday & Co 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 		$86.7K Hold
8,648
– – ﹤0.01% 513
2026
Q1 		$93.7K Buy
+8,648
New +$132K ﹤0.01% 476

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

Cassaday & Co Wealth Management's SMR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its NuScale Power (SMR) position steady in Q2 2026 at 8,648 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Cassaday & Co Wealth Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $93.7K in Q1 2026. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Cassaday & Co Wealth Management held 8,648 shares of NuScale Power worth $86.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Cassaday & Co Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's NuScale Power position peaked at $93.7K in Q1 2026.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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