MWM
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Modern Wealth Management’s NuScale Power SMR Stock Holding History

Modern Wealth 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 		$153K Buy
+15,300
New +$173K ﹤0.01% 1057

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

Modern Wealth Management's SMR Position: Q2 2026 in Review

Modern Wealth Management opened a new position in NuScale Power (SMR) in Q2 2026: 15,300 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Modern Wealth Management held 15,300 shares of NuScale Power worth $153K as of Q2 2026.
  • NuScale Power was a new Modern Wealth Management position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1057 holding.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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