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Investors Portfolio Services’s NuScale Power SMR Stock Holding History

Investors Portfolio Services’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 		$34.4K Buy
3,431
+1,980
+136% +$22.3K 0.03% 102
2026
Q1 		$15.9K Buy
+1,451
New +$22.1K 0.01% 118

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

Investors Portfolio Services's SMR Position: Q2 2026 in Review

Investors Portfolio Services increased its NuScale Power (SMR) stake by 136% in Q2 2026, buying an estimated $22.3K and bringing the position to 3,431 shares worth $34.4K. The position accounts for 0.03% of the portfolio, ranked #102.

Investors Portfolio Services first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Investors Portfolio Services held 3,431 shares of NuScale Power worth $34.4K as of Q2 2026.
  • Investors Portfolio Services bought 1,980 NuScale Power shares in Q2 2026, an estimated $22.3K.
  • NuScale Power made up 0.03% of Investors Portfolio Services's portfolio in Q2 2026, its #102 holding.
  • Investors Portfolio Services first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.