Corient Private Wealth
SMR icon

Corient Private Wealth’s NuScale Power SMR Stock Holding History

Corient Private Wealth’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 		$3.39M Buy
338,023
+316,841
+1,496% +$3.57M ﹤0.01% 1065
2026
Q1 		$228K Buy
+21,182
New +$322K ﹤0.01% 2485
2025
Q2 		– Sell
-20,660
Closed -$293K – 2526
2025
Q1 		$293K Sell
20,660
-470
-2% -$9.5K ﹤0.01% 1869
2024
Q4 		$379K Buy
21,130
+1,314
+7% +$27.1K ﹤0.01% 1770
2024
Q3 		$229K Buy
+19,816
New +$202K ﹤0.01% 2160

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

Corient Private Wealth's SMR Position: Q2 2026 in Review

Corient Private Wealth increased its NuScale Power (SMR) stake by 1,496% in Q2 2026, buying an estimated $3.57M and bringing the position to 338,023 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Corient Private Wealth first reported a position in SMR in Q3 2024 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Corient Private Wealth held 338,023 shares of NuScale Power worth $3.39M as of Q2 2026.
  • Corient Private Wealth bought 316,841 NuScale Power shares in Q2 2026, an estimated $3.57M.
  • NuScale Power made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1065 holding.
  • Corient Private Wealth first reported a position in NuScale Power in Q3 2024 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.