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Encompass Wealth Advisors’s NuScale Power SMR Stock Holding History

Encompass Wealth Advisors’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 		$108K Buy
+10,806
New +$122K 0.03% 109

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

Encompass Wealth Advisors's SMR Position: Q2 2026 in Review

Encompass Wealth Advisors opened a new position in NuScale Power (SMR) in Q2 2026: 10,806 shares worth $108K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings.

519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Encompass Wealth Advisors held 10,806 shares of NuScale Power worth $108K as of Q2 2026.
  • NuScale Power was a new Encompass Wealth Advisors position in Q2 2026.
  • NuScale Power made up 0.03% of Encompass Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.