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IHT Wealth Management’s NuScale Power SMR Stock Holding History

IHT 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 		$182K Sell
18,118
-34,313
-65% -$387K ﹤0.01% 1187
2026
Q1 		$568K Buy
+52,431
New +$798K 0.01% 782

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

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

IHT Wealth Management reduced its NuScale Power (SMR) stake by 65% in Q2 2026, selling an estimated $387K and leaving 18,118 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

IHT Wealth Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $568K in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • IHT Wealth Management held 18,118 shares of NuScale Power worth $182K as of Q2 2026.
  • IHT Wealth Management sold 34,313 NuScale Power shares in Q2 2026, an estimated $387K.
  • NuScale Power made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1187 holding.
  • IHT Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • IHT Wealth Management's NuScale Power position peaked at $568K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.