Marshall Investment Management’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Marshall Investment Management’s Portfolio NLR Stock Details NLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65M	Buy	22,810 +7,180	+46%	+$958K	1.1%	33
2026 Q1	$2.08M	Sell	15,630 -1,378	-8%	-$197K	1%	35
2025 Q4	$2.11M	Sell	17,008 -1,502	-8%	-$207K	1.06%	32
2025 Q3	$2.51M	Buy	+18,510	New	+$2.21M	1.33%	28
2025 Q2	–	Sell	-19,632	Closed	-$1.44M	–	151
2025 Q1	$1.44M	Buy	+19,632	New	+$1.65M	0.89%	36

Other funds holding NLR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Marshall Investment Management's NLR Position: Q2 2026 in Review

Marshall Investment Management increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 46% in Q2 2026, buying an estimated $958K and bringing the position to 22,810 shares worth $2.65M. The position accounts for 1.1% of the portfolio, ranked #33.

Marshall Investment Management first reported a position in NLR in Q1 2025 and has held it in 5 quarters since. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Marshall Investment Management held 22,810 shares of VanEck Uranium + Nuclear Energy ETF worth $2.65M as of Q2 2026.
Marshall Investment Management bought 7,180 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $958K.
VanEck Uranium + Nuclear Energy ETF made up 1.1% of Marshall Investment Management's portfolio in Q2 2026, its #33 holding.
Marshall Investment Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2025 and has held it in 5 quarters since.
531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.