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FORA Capital’s NuScale Power SMR Stock Holding History

FORA Capital’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 		$1.48M Buy
147,269
+135,395
+1,140% +$1.53M 0.1% 187
2026
Q1 		$129K Sell
11,874
-56,453
-83% -$859K 0.01% 408
2025
Q4 		$968K Buy
+68,327
New +$1.95M 0.12% 206
2025
Q3 		– Sell
-140,275
Closed -$5.55M – 656
2025
Q2 		$5.55M Buy
+140,275
New +$3.52M 0.62% 35
2025
Q1 		– Sell
-98,608
Closed -$1.77M – 640
2024
Q4 		$1.77M Buy
98,608
+57,922
+142% +$1.2M 0.2% 153
2024
Q3 		$471K Buy
+40,686
New +$415K 0.06% 292

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

FORA Capital's SMR Position: Q2 2026 in Review

FORA Capital increased its NuScale Power (SMR) stake by 1,140% in Q2 2026, buying an estimated $1.53M and bringing the position to 147,269 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #187.

FORA Capital first reported a position in SMR in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.55M in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • FORA Capital held 147,269 shares of NuScale Power worth $1.48M as of Q2 2026.
  • FORA Capital bought 135,395 NuScale Power shares in Q2 2026, an estimated $1.53M.
  • NuScale Power made up 0.1% of FORA Capital's portfolio in Q2 2026, its #187 holding.
  • FORA Capital first reported a position in NuScale Power in Q3 2024 and has held it in 6 quarters since.
  • FORA Capital's NuScale Power position peaked at $5.55M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.