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Navis Wealth Advisors’s NuScale Power SMR Stock Holding History

Navis Wealth 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 		$100K Hold
10,000
– – 0.04% 173
2026
Q1 		$108K Buy
+10,000
New +$152K 0.06% 173
2025
Q4 		– Sell
-10,000
Closed -$360K – 185
2025
Q3 		$360K Buy
+10,000
New +$398K 0.27% 79

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

Navis Wealth Advisors's SMR Position: Q2 2026 in Review

Navis Wealth Advisors held its NuScale Power (SMR) position steady in Q2 2026 at 10,000 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #173.

Navis Wealth Advisors first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Navis Wealth Advisors held 10,000 shares of NuScale Power worth $100K as of Q2 2026.
  • Navis Wealth Advisors left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up 0.04% of Navis Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • Navis Wealth Advisors first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • Navis Wealth Advisors's NuScale Power position peaked at $360K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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