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Medallion Wealth Advisors’s NuScale Power SMR Stock Holding History

Medallion Wealth Advisors’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
Q1 		$26K Hold
2,400
– – 0.01% 601
2025
Q4 		$34K Buy
+2,400
New +$68.6K 0.01% 538
2025
Q2 		– Sell
-900
Closed -$13.2K – 1128
2025
Q1 		$13.2K Buy
+900
New +$18.2K 0.01% 644

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's SMR Position: Q1 2026 in Review

Medallion Wealth Advisors held its NuScale Power (SMR) position steady in Q1 2026 at 2,400 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #601.

Medallion Wealth Advisors first reported a position in SMR in Q1 2025 and has held it in 3 quarters since. The position peaked at $34K in Q4 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Medallion Wealth Advisors held 2,400 shares of NuScale Power worth $26K as of Q1 2026.
  • Medallion Wealth Advisors left its NuScale Power share count unchanged in Q1 2026.
  • NuScale Power made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #601 holding.
  • Medallion Wealth Advisors first reported a position in NuScale Power in Q1 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's NuScale Power position peaked at $34K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.