Equitable Holdings’s NuScale Power SMR Stock Holding History

Equitable Holdings’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	$410K	Buy	40,848 +5,179	+15%	+$58.4K	﹤0.01%	1410
2026 Q1	$387K	Buy	+35,669	New	+$543K	﹤0.01%	1357

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

Equitable Holdings's SMR Position: Q2 2026 in Review

Equitable Holdings increased its NuScale Power (SMR) stake by 15% in Q2 2026, buying an estimated $58.4K and bringing the position to 40,848 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Equitable Holdings 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.

Equitable Holdings held 40,848 shares of NuScale Power worth $410K as of Q2 2026.
Equitable Holdings bought 5,179 NuScale Power shares in Q2 2026, an estimated $58.4K.
NuScale Power made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1410 holding.
Equitable Holdings 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.