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Marshall Investment Management’s NuScale Power SMR Stock Holding History

Marshall Investment 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 		– Sell
-3
Closed -$33 – 525
2026
Q1 		$33 Buy
+3
New +$46 ﹤0.01% 274
2025
Q2 		– Sell
-660
Closed -$9.35K – 192
2025
Q1 		$9.35K Buy
+660
New +$13.3K 0.01% 168

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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

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

Marshall Investment Management sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 3 shares — an estimated $33 sold.

Marshall Investment Management first reported a position in SMR in Q1 2025 and held it in 2 quarters. The position peaked at $9.35K in Q1 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Marshall Investment Management reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 3 NuScale Power shares in Q2 2026, an estimated $33.
  • Marshall Investment Management first reported a position in NuScale Power in Q1 2025 and held it in 2 quarters.
  • Marshall Investment Management's NuScale Power position peaked at $9.35K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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