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Foundations Investment Advisors’s NuScale Power SMR Stock Holding History

Foundations Investment Advisors’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 		$512K Buy
51,067
+12,279
+32% +$139K 0.01% 770
2026
Q1 		$420K Buy
38,788
+23,610
+156% +$359K 0.01% 768
2025
Q4 		$215K Sell
15,178
-8,594
-36% -$246K ﹤0.01% 1032
2025
Q3 		$856K Sell
23,772
-10,288
-30% -$410K 0.01% 507
2025
Q2 		$1.35M Buy
+34,060
New +$855K 0.02% 368

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

Foundations Investment Advisors's SMR Position: Q2 2026 in Review

Foundations Investment Advisors increased its NuScale Power (SMR) stake by 32% in Q2 2026, buying an estimated $139K and bringing the position to 51,067 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #770.

Foundations Investment Advisors first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Foundations Investment Advisors held 51,067 shares of NuScale Power worth $512K as of Q2 2026.
  • Foundations Investment Advisors bought 12,279 NuScale Power shares in Q2 2026, an estimated $139K.
  • NuScale Power made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #770 holding.
  • Foundations Investment Advisors first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Foundations Investment Advisors's NuScale Power position peaked at $1.35M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.