FFO
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Fortitude Family Office’s NuScale Power SMR Stock Holding History

Fortitude Family Office’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 		$45.4K Buy
4,528
+3,634
+406% +$41K 0.01% 311
2026
Q1 		$9.69K Sell
894
-7,273
-89% -$111K ﹤0.01% 668
2025
Q4 		$116K Hold
8,167
– – 0.03% 177
2025
Q3 		$294K Hold
8,167
– – 0.08% 114
2025
Q2 		$323K Sell
8,167
-176
-2% -$4.42K 0.11% 99
2025
Q1 		$118K Hold
8,343
– – 0.04% 140
2024
Q4 		$150K Hold
8,343
– – 0.05% 140
2024
Q3 		$96.6K Hold
8,343
– – 0.04% 160
2024
Q2 		$97.5K Buy
+8,343
New +$59.4K 0.06% 117

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

Fortitude Family Office's SMR Position: Q2 2026 in Review

Fortitude Family Office increased its NuScale Power (SMR) stake by 406% in Q2 2026, buying an estimated $41K and bringing the position to 4,528 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #311.

Fortitude Family Office first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $323K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Fortitude Family Office held 4,528 shares of NuScale Power worth $45.4K as of Q2 2026.
  • Fortitude Family Office bought 3,634 NuScale Power shares in Q2 2026, an estimated $41K.
  • NuScale Power made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #311 holding.
  • Fortitude Family Office first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Fortitude Family Office's NuScale Power position peaked at $323K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.