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Focus Partners Advisor Solutions’s NuScale Power SMR Stock Holding History

Focus Partners Advisor Solutions’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
-6,848
Closed -$271K – 1276
2025
Q2 		$271K Buy
+6,848
New +$172K ﹤0.01% 905

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SCTC
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CS
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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

Focus Partners Advisor Solutions's SMR Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 6,848 shares — an estimated $271K sold.

Focus Partners Advisor Solutions first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $271K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Focus Partners Advisor Solutions reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 6,848 NuScale Power shares in Q3 2025, an estimated $271K.
  • Focus Partners Advisor Solutions first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's NuScale Power position peaked at $271K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.