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

Moran 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 		– Sell
-108,511
Closed -$1.18M – 547
2026
Q1 		$1.18M Buy
108,511
+78,566
+262% +$1.2M 0.04% 348
2025
Q4 		$424K Buy
29,945
+8,517
+40% +$244K 0.01% 413
2025
Q3 		$771K Buy
21,428
+7,423
+53% +$296K 0.02% 367
2025
Q2 		$554K Buy
+14,005
New +$351K 0.02% 400

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

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

Moran Wealth Management sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 108,511 shares — an estimated $1.18M sold.

Moran Wealth Management first reported a position in SMR in Q2 2025 and held it in 4 quarters. The position peaked at $1.18M in Q1 2026. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Moran Wealth Management reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 108,511 NuScale Power shares in Q2 2026, an estimated $1.18M.
  • Moran Wealth Management first reported a position in NuScale Power in Q2 2025 and held it in 4 quarters.
  • Moran Wealth Management's NuScale Power position peaked at $1.18M in Q1 2026.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.