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Legacy Wealth Management (Idaho)’s NuScale Power SMR Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-100
Closed -$1.08K – 826
2026
Q1 		$1.08K Hold
100
– – ﹤0.01% 864
2025
Q4 		$1.42K Buy
+100
New +$2.86K ﹤0.01% 710

Other funds holding SMR

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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

Legacy Wealth Management (Idaho)'s SMR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 100 shares — an estimated $1.08K sold.

Legacy Wealth Management (Idaho) first reported a position in SMR in Q4 2025 and held it in 2 quarters. The position peaked at $1.42K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 NuScale Power shares in Q2 2026, an estimated $1.08K.
  • Legacy Wealth Management (Idaho) first reported a position in NuScale Power in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s NuScale Power position peaked at $1.42K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.