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Garde Capital’s NuScale Power SMR Stock Holding History

Garde 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
2025
Q3 		– Sell
-350
Closed -$13.8K – 709
2025
Q2 		$13.8K Buy
+350
New +$8.78K ﹤0.01% 477

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SCTC
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CS
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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Garde Capital's SMR Position: Q3 2025 in Review

Garde Capital sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 350 shares — an estimated $13.8K sold.

Garde Capital first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $13.8K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Garde Capital reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 350 NuScale Power shares in Q3 2025, an estimated $13.8K.
  • Garde Capital first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
  • Garde Capital's NuScale Power position peaked at $13.8K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.