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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
Q2 		$68.2K Buy
6,800
+4,400
+183% +$49.6K 0.02% 411
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 $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

Medallion Wealth Advisors's SMR Position: Q2 2026 in Review

Medallion Wealth Advisors increased its NuScale Power (SMR) stake by 183% in Q2 2026, buying an estimated $49.6K and bringing the position to 6,800 shares worth $68.2K. The position accounts for 0.02% of the portfolio, ranked #411.

Medallion Wealth Advisors first reported a position in SMR in Q1 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Medallion Wealth Advisors held 6,800 shares of NuScale Power worth $68.2K as of Q2 2026.
  • Medallion Wealth Advisors bought 4,400 NuScale Power shares in Q2 2026, an estimated $49.6K.
  • NuScale Power made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #411 holding.
  • Medallion Wealth Advisors first reported a position in NuScale Power in Q1 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.