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GoalVest Advisory’s NuScale Power SMR Stock Holding History

GoalVest Advisory’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 		$5.04K Hold
503
– – ﹤0.01% 378
2026
Q1 		$5.45K Hold
503
– – ﹤0.01% 390
2025
Q4 		$7.13K Hold
503
– – ﹤0.01% 445
2025
Q3 		$18.1K Buy
503
+160
+47% +$6.38K ﹤0.01% 303
2025
Q2 		$13.6K Buy
+343
New +$8.61K ﹤0.01% 297

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

GoalVest Advisory's SMR Position: Q2 2026 in Review

GoalVest Advisory held its NuScale Power (SMR) position steady in Q2 2026 at 503 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

GoalVest Advisory first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.1K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • GoalVest Advisory held 503 shares of NuScale Power worth $5.04K as of Q2 2026.
  • GoalVest Advisory left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #378 holding.
  • GoalVest Advisory first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • GoalVest Advisory's NuScale Power position peaked at $18.1K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.