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Concord Wealth Partners’s NuScale Power SMR Stock Holding History

Concord Wealth Partners’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
-326
Closed -$4.62K – 692
2025
Q4 		$4.62K Hold
326
– – ﹤0.01% 631
2025
Q3 		$11.7K Hold
326
– – ﹤0.01% 518
2025
Q2 		$12.9K Buy
+326
New +$8.18K ﹤0.01% 512

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
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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

Concord Wealth Partners's SMR Position: Q1 2026 in Review

Concord Wealth Partners sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 326 shares — an estimated $4.62K sold.

Concord Wealth Partners first reported a position in SMR in Q2 2025 and held it in 3 quarters. The position peaked at $12.9K in Q2 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Concord Wealth Partners reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 326 NuScale Power shares in Q1 2026, an estimated $4.62K.
  • Concord Wealth Partners first reported a position in NuScale Power in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's NuScale Power position peaked at $12.9K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.