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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Investment Management's NLR Position: Q1 2026 in Review

Marshall Investment Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 8.1% in Q1 2026, selling an estimated $197K and leaving 15,630 shares worth $2.08M. The position accounts for 1% of the portfolio, ranked #35.

Marshall Investment Management first reported a position in NLR in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.51M in Q3 2025. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

  • Marshall Investment Management held 15,630 shares of VanEck Uranium + Nuclear Energy ETF worth $2.08M as of Q1 2026.
  • Marshall Investment Management sold 1,378 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $197K.
  • VanEck Uranium + Nuclear Energy ETF made up 1% of Marshall Investment Management's portfolio in Q1 2026, its #35 holding.
  • Marshall Investment Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2025 and has held it in 4 quarters since.
  • Marshall Investment Management's VanEck Uranium + Nuclear Energy ETF position peaked at $2.51M in Q3 2025.
  • 515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.