HWM
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Hohimer Wealth Management’s NuScale Power SMR Stock Holding History

Hohimer Wealth Management’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 		– Sell
-222,383
Closed -$2.41M – 421
2026
Q1 		$2.41M Buy
222,383
+171,031
+333% +$2.6M 0.28% 120
2025
Q4 		$728K Sell
51,352
-83,052
-62% -$2.38M 0.1% 163
2025
Q3 		$4.84M Buy
+134,404
New +$5.36M 0.68% 35

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

Hohimer Wealth Management's SMR Position: Q2 2026 in Review

Hohimer Wealth Management sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 222,383 shares — an estimated $2.41M sold.

Hohimer Wealth Management first reported a position in SMR in Q3 2025 and held it in 3 quarters. The position peaked at $4.84M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Hohimer Wealth Management reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 222,383 NuScale Power shares in Q2 2026, an estimated $2.41M.
  • Hohimer Wealth Management first reported a position in NuScale Power in Q3 2025 and held it in 3 quarters.
  • Hohimer Wealth Management's NuScale Power position peaked at $4.84M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.