Moisand Fitzgerald Tamayo’s NuScale Power SMR Stock Holding History

Moisand Fitzgerald Tamayo’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	$2.01K	Hold	200	–	–	﹤0.01%	495
2026 Q1	$2.17K	Hold	200	–	–	﹤0.01%	466
2025 Q4	$2.83K	Hold	200	–	–	﹤0.01%	455
2025 Q3	$7.2K	Hold	200	–	–	﹤0.01%	393
2025 Q2	$7.91K	Hold	200	–	–	﹤0.01%	370
2025 Q1	$2.83K	Hold	200	–	–	﹤0.01%	467
2024 Q4	$3.59K	Hold	200	–	–	﹤0.01%	452
2024 Q3	$2.32K	Hold	200	–	–	﹤0.01%	520
2024 Q2	$2.34K	Hold	200	–	–	﹤0.01%	484
2024 Q1	$1.06K	Hold	200	–	–	﹤0.01%	523
2023 Q4	$658	Hold	200	–	–	﹤0.01%	597
2023 Q3	$980	Hold	200	–	–	﹤0.01%	662
2023 Q2	$1.36K	Hold	200	–	–	﹤0.01%	609
2023 Q1	$1.82K	Hold	200	–	–	﹤0.01%	574
2022 Q4	$2.05K	Buy	200 +100	+100%	+$1.11K	﹤0.01%	558
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	653
2022 Q2	$1K	Buy	+100	New	+$1K	﹤0.01%	555

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

Moisand Fitzgerald Tamayo's SMR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its NuScale Power (SMR) position steady in Q2 2026 at 200 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Moisand Fitzgerald Tamayo first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.91K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Moisand Fitzgerald Tamayo held 200 shares of NuScale Power worth $2.01K as of Q2 2026.
Moisand Fitzgerald Tamayo left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #495 holding.
Moisand Fitzgerald Tamayo first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
Moisand Fitzgerald Tamayo's NuScale Power position peaked at $7.91K in Q2 2025.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.