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Instrumental Wealth’s NuScale Power SMR Stock Holding History

Instrumental Wealth’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 		$175K Buy
17,405
+42
+0.2% +$474 0.09% 89
2026
Q1 		$188K Hold
17,363
– – 0.12% 71
2025
Q4 		$231K Buy
+17,363
New +$497K 0.14% 61

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

Instrumental Wealth's SMR Position: Q2 2026 in Review

Instrumental Wealth increased its NuScale Power (SMR) stake by 0.24% in Q2 2026, buying an estimated $474 and bringing the position to 17,405 shares worth $175K. The position accounts for 0.09% of the portfolio, ranked #89.

Instrumental Wealth first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Instrumental Wealth held 17,405 shares of NuScale Power worth $175K as of Q2 2026.
  • Instrumental Wealth bought 42 NuScale Power shares in Q2 2026, an estimated $474.
  • NuScale Power made up 0.09% of Instrumental Wealth's portfolio in Q2 2026, its #89 holding.
  • Instrumental Wealth first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • Instrumental Wealth's NuScale Power position peaked at $231K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.