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
2025 Q4	–	Sell	-109,600	Closed	-$78.9K	–	374
2025 Q3	$78.9K	Buy	+109,600	New	+$4.37M	0.01%	339

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 522 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.
522 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.