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Lodestone Wealth Management’s NuScale Power SMR Stock Holding History

Lodestone 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
2026
Q2 		$40 Buy
+4
New +$45 ﹤0.01% 776
2026
Q1 		– Sell
-10
Closed -$142 – 811
2025
Q4 		$142 Buy
+10
New +$286 ﹤0.01% 785

Other funds holding SMR

VanEck Associates
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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

Lodestone Wealth Management's SMR Position: Q2 2026 in Review

Lodestone Wealth Management opened a new position in NuScale Power (SMR) in Q2 2026: 4 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Lodestone Wealth Management previously reported a position in SMR as recently as Q4 2025.

Lodestone Wealth Management first reported a position in SMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $142 in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Lodestone Wealth Management held 4 shares of NuScale Power worth $40 as of Q2 2026.
  • NuScale Power was a new Lodestone Wealth Management position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #776 holding.
  • Lodestone Wealth Management first reported a position in NuScale Power in Q4 2025 and has held it in 2 quarters since.
  • Lodestone Wealth Management's NuScale Power position peaked at $142 in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.