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Heritage Family Offices’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Heritage Family Offices’s Portfolio NLR Stock Details NLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
13,348
+4,892
+58% +$653K 0.6% 40
2026
Q1 		$1.13M Buy
+8,456
New +$1.21M 0.5% 53

Other funds holding NLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Heritage Family Offices's NLR Position: Q2 2026 in Review

Heritage Family Offices increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 58% in Q2 2026, buying an estimated $653K and bringing the position to 13,348 shares worth $1.55M. The position accounts for 0.6% of the portfolio, ranked #40.

Heritage Family Offices first reported a position in NLR in Q1 2026 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

  • Heritage Family Offices held 13,348 shares of VanEck Uranium + Nuclear Energy ETF worth $1.55M as of Q2 2026.
  • Heritage Family Offices bought 4,892 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $653K.
  • VanEck Uranium + Nuclear Energy ETF made up 0.6% of Heritage Family Offices's portfolio in Q2 2026, its #40 holding.
  • Heritage Family Offices first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.