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Joel Greenblatt’s NuScale Power SMR Stock Holding History

Joel Greenblatt’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
Q1 		– Sell
-23,872
Closed -$338K – 1849
2025
Q4 		$338K Sell
23,872
-28,094
-54% -$804K ﹤0.01% 1538
2025
Q3 		$1.87M Sell
51,966
-19,081
-27% -$760K 0.01% 1023
2025
Q2 		$2.81M Sell
71,047
-46,091
-39% -$1.16M 0.02% 823
2025
Q1 		$1.66M Buy
117,138
+69,204
+144% +$1.4M 0.01% 860
2024
Q4 		$859K Sell
47,934
-23,353
-33% -$482K 0.01% 958
2024
Q3 		$826K Buy
71,287
+37,414
+110% +$382K 0.01% 960
2024
Q2 		$396K Buy
33,873
+23,447
+225% +$167K 0.01% 1150
2024
Q1 		$55.4K Buy
+10,426
New +$37.4K ﹤0.01% 1350

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joel Greenblatt's SMR Position: Q1 2026 in Review

Joel Greenblatt sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 23,872 shares — an estimated $338K sold.

Joel Greenblatt first reported a position in SMR in Q1 2024 and held it in 8 quarters. The position peaked at $2.81M in Q2 2025. 494 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Joel Greenblatt reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Joel Greenblatt sold 23,872 NuScale Power shares in Q1 2026, an estimated $338K.
  • Joel Greenblatt first reported a position in NuScale Power in Q1 2024 and held it in 8 quarters.
  • Joel Greenblatt's NuScale Power position peaked at $2.81M in Q2 2025.
  • 494 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.