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Cresset Asset Management’s NuScale Power SMR Stock Holding History

Cresset Asset 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 		$360K Sell
35,888
-292
-0.8% -$3.29K ﹤0.01% 1304
2026
Q1 		$392K Buy
36,180
+3,618
+11% +$55K ﹤0.01% 1171
2025
Q4 		$461K Sell
32,562
-706
-2% -$20.2K ﹤0.01% 1104
2025
Q3 		$1.2M Buy
+33,268
New +$1.33M 0.01% 679

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

Cresset Asset Management's SMR Position: Q2 2026 in Review

Cresset Asset Management reduced its NuScale Power (SMR) stake by 0.81% in Q2 2026, selling an estimated $3.29K and leaving 35,888 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Cresset Asset Management first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Cresset Asset Management held 35,888 shares of NuScale Power worth $360K as of Q2 2026.
  • Cresset Asset Management sold 292 NuScale Power shares in Q2 2026, an estimated $3.29K.
  • NuScale Power made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1304 holding.
  • Cresset Asset Management first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Cresset Asset Management's NuScale Power position peaked at $1.2M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.