Modus Advisors’s NuScale Power SMR Stock Holding History

Modus 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	–	Sell	-20,601	Closed	-$223K	–	124
2026 Q1	$223K	Buy	20,601 +8,000	+63%	+$122K	0.06%	109
2025 Q4	$179K	Buy	+12,601	New	+$360K	0.05%	125
2025 Q1	–	Sell	-425	Closed	-$7.62K	–	275
2024 Q4	$7.62K	Buy	+425	New	+$8.77K	﹤0.01%	236

Other funds holding SMR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Modus Advisors's SMR Position: Q2 2026 in Review

Modus Advisors sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 20,601 shares — an estimated $223K sold.

Modus Advisors first reported a position in SMR in Q4 2024 and held it in 3 quarters. The position peaked at $223K in Q1 2026. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Modus Advisors reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
Modus Advisors sold 20,601 NuScale Power shares in Q2 2026, an estimated $223K.
Modus Advisors first reported a position in NuScale Power in Q4 2024 and held it in 3 quarters.
Modus Advisors's NuScale Power position peaked at $223K in Q1 2026.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.