Fox Hill Wealth Management’s NuScale Power SMR Stock Holding History

Fox Hill Wealth Management’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	$1.13M	Sell	112,477 -130	-0.1%	-$1.47K	0.45%	57
2026 Q1	$1.22M	Sell	112,607 -105	-0.1%	-$1.6K	0.59%	56
2025 Q4	$1.6M	Sell	112,712 -8,114	-7%	-$232K	0.74%	44
2025 Q3	$4.35M	Sell	120,826 -970	-0.8%	-$38.7K	2.04%	11
2025 Q2	$4.82M	Buy	121,796 +27,462	+29%	+$689K	2.48%	10
2025 Q1	$1.34M	Buy	94,334 +5,327	+6%	+$108K	0.79%	42
2024 Q4	$1.6M	Buy	89,007 +21,146	+31%	+$436K	0.9%	35
2024 Q3	$786K	Buy	+67,861	New	+$692K	0.43%	58

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fox Hill Wealth Management's SMR Position: Q2 2026 in Review

Fox Hill Wealth Management reduced its NuScale Power (SMR) stake by 0.12% in Q2 2026, selling an estimated $1.47K and leaving 112,477 shares worth $1.13M. The position accounts for 0.45% of the portfolio, ranked #57.

Fox Hill Wealth Management first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Fox Hill Wealth Management held 112,477 shares of NuScale Power worth $1.13M as of Q2 2026.
Fox Hill Wealth Management sold 130 NuScale Power shares in Q2 2026, an estimated $1.47K.
NuScale Power made up 0.45% of Fox Hill Wealth Management's portfolio in Q2 2026, its #57 holding.
Fox Hill Wealth Management first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
Fox Hill Wealth Management's NuScale Power position peaked at $4.82M in Q2 2025.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.