HWP
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Highline Wealth Partners’s NuScale Power SMR Stock Holding History

Highline Wealth Partners’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 		$2.17K Buy
216
+91
+73% +$1.03K ﹤0.01% 1165
2026
Q1 		$1.35K Buy
+125
New +$1.9K ﹤0.01% 1123

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

Highline Wealth Partners's SMR Position: Q2 2026 in Review

Highline Wealth Partners increased its NuScale Power (SMR) stake by 73% in Q2 2026, buying an estimated $1.03K and bringing the position to 216 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Highline Wealth Partners first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Highline Wealth Partners held 216 shares of NuScale Power worth $2.17K as of Q2 2026.
  • Highline Wealth Partners bought 91 NuScale Power shares in Q2 2026, an estimated $1.03K.
  • NuScale Power made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1165 holding.
  • Highline Wealth Partners first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.