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Laird Norton Wetherby Wealth Management’s NuScale Power SMR Stock Holding History

Laird Norton Wetherby 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
Q3 		$245K Buy
6,813
+37
+0.5% +$1.47K 0.01% 816
2025
Q2 		$268K Buy
+6,776
New +$170K 0.01% 765

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SMR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its NuScale Power (SMR) stake by 0.55% in Q3 2025, buying an estimated $1.47K and bringing the position to 6,813 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #816.

Laird Norton Wetherby Wealth Management first reported a position in SMR in Q2 2025 and has held it in 2 quarters since. The position peaked at $268K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,813 shares of NuScale Power worth $245K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 37 NuScale Power shares in Q3 2025, an estimated $1.47K.
  • NuScale Power made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #816 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in NuScale Power in Q2 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Wealth Management's NuScale Power position peaked at $268K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.