Morgan Stanley
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Morgan Stanley’s NuScale Power SMR Stock Holding History

Morgan Stanley’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 		$91.7M Buy
9,138,597
+2,085,628
+30% +$23.5M ﹤0.01% 1648
2026
Q1 		$76.5M Buy
7,052,969
+1,775,064
+34% +$27M ﹤0.01% 1668
2025
Q4 		$74.8M Buy
5,277,905
+2,361,532
+81% +$67.5M ﹤0.01% 1710
2025
Q3 		$105M Sell
2,916,373
-251,906
-8% -$10M 0.01% 1362
2025
Q2 		$125M Buy
3,168,279
+806,845
+34% +$20.2M 0.01% 1159
2025
Q1 		$33.4M Buy
2,361,434
+1,304,113
+123% +$26.4M ﹤0.01% 2188
2024
Q4 		$19M Buy
1,057,321
+506,521
+92% +$10.5M ﹤0.01% 2801
2024
Q3 		$6.38M Buy
550,800
+28,264
+5% +$288K ﹤0.01% 3779
2024
Q2 		$6.11M Sell
522,536
-50,032
-9% -$356K ﹤0.01% 3731
2024
Q1 		$3.04M Buy
572,568
+257,240
+82% +$923K ﹤0.01% 4312
2023
Q4 		$1.04M Sell
315,328
-369,208
-54% -$1.31M ﹤0.01% 4899
2023
Q3 		$3.35M Buy
684,536
+81,806
+14% +$539K ﹤0.01% 4024
2023
Q2 		$4.1M Buy
602,730
+448,650
+291% +$3.64M ﹤0.01% 3921
2023
Q1 		$1.4M Buy
154,080
+38,379
+33% +$385K ﹤0.01% 4668
2022
Q4 		$1.19M Buy
115,701
+43,769
+61% +$485K ﹤0.01% 4771
2022
Q3 		$841K Buy
71,932
+46,864
+187% +$616K ﹤0.01% 4978
2022
Q2 		$249K Buy
+25,068
New +$251K ﹤0.01% 5789

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley's SMR Position: Q2 2026 in Review

Morgan Stanley increased its NuScale Power (SMR) stake by 30% in Q2 2026, buying an estimated $23.5M and bringing the position to 9,138,597 shares worth $91.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Morgan Stanley first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $125M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Morgan Stanley held 9,138,597 shares of NuScale Power worth $91.7M as of Q2 2026.
  • Morgan Stanley bought 2,085,628 NuScale Power shares in Q2 2026, an estimated $23.5M.
  • NuScale Power made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1648 holding.
  • Morgan Stanley first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's NuScale Power position peaked at $125M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.