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Garton & Associates Financial Advisors’s NuScale Power SMR Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-100
Closed -$1.42K – 608
2025
Q4 		$1.42K Buy
+100
New +$2.86K ﹤0.01% 1116

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garton & Associates Financial Advisors's SMR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 100 shares — an estimated $1.42K sold.

Garton & Associates Financial Advisors first reported a position in SMR in Q4 2025 and held it in 1 quarter. The position peaked at $1.42K in Q4 2025. 495 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 100 NuScale Power shares in Q1 2026, an estimated $1.42K.
  • Garton & Associates Financial Advisors first reported a position in NuScale Power in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's NuScale Power position peaked at $1.42K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.