EP Wealth Advisors’s NuScale Power SMR Stock Holding History

EP 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	$175K	Buy	17,427 +6,326	+57%	+$71.4K	﹤0.01%	1548
2026 Q1	$120K	Buy	+11,101	New	+$169K	﹤0.01%	1450

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EP Wealth Advisors increased its NuScale Power (SMR) stake by 57% in Q2 2026, buying an estimated $71.4K and bringing the position to 17,427 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

EP Wealth Advisors first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

EP Wealth Advisors held 17,427 shares of NuScale Power worth $175K as of Q2 2026.
EP Wealth Advisors bought 6,326 NuScale Power shares in Q2 2026, an estimated $71.4K.
NuScale Power made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1548 holding.
EP Wealth Advisors first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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