CWM
SMR icon

Cornerstone Wealth Management’s NuScale Power SMR Stock Holding History

Cornerstone 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
2025
Q3 		– Sell
-6,179
Closed -$244K – 697
2025
Q2 		$244K Buy
+6,179
New +$155K 0.01% 568

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Wealth Management's SMR Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 6,179 shares — an estimated $244K sold.

Cornerstone Wealth Management first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $244K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Cornerstone Wealth Management reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 6,179 NuScale Power shares in Q3 2025, an estimated $244K.
  • Cornerstone Wealth Management first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
  • Cornerstone Wealth Management's NuScale Power position peaked at $244K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.