Focus Partners Wealth
SMR icon

Focus Partners Wealth’s NuScale Power SMR Stock Holding History

Focus Partners Wealth’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 		$367K Sell
36,556
-889
-2% -$10K ﹤0.01% 2150
2026
Q1 		$406K Buy
37,445
+4,065
+12% +$61.9K ﹤0.01% 2031
2025
Q4 		$473K Buy
33,380
+3,453
+12% +$98.8K ﹤0.01% 1978
2025
Q3 		$1.08M Buy
29,927
+1,950
+7% +$77.7K ﹤0.01% 1255
2025
Q2 		$1.11M Buy
27,977
+8,650
+45% +$217K ﹤0.01% 1102
2025
Q1 		$274K Sell
19,327
-3,170
-14% -$64.1K ﹤0.01% 1619
2024
Q4 		$403K Buy
+22,497
New +$464K ﹤0.01% 1418

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 $3.38T AUM 44.17% 1-Year Est. Return

Focus Partners Wealth's SMR Position: Q2 2026 in Review

Focus Partners Wealth reduced its NuScale Power (SMR) stake by 2.4% in Q2 2026, selling an estimated $10K and leaving 36,556 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Focus Partners Wealth first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Focus Partners Wealth held 36,556 shares of NuScale Power worth $367K as of Q2 2026.
  • Focus Partners Wealth sold 889 NuScale Power shares in Q2 2026, an estimated $10K.
  • NuScale Power made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2150 holding.
  • Focus Partners Wealth first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's NuScale Power position peaked at $1.11M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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