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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
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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Navis Wealth Advisors's SMR Position: Q1 2026 in Review

Navis Wealth Advisors opened a new position in NuScale Power (SMR) in Q1 2026: 10,000 shares worth $108K. The stake represents 0.06% of the portfolio and ranks #173 among its holdings. This is a return to the name: Navis Wealth Advisors previously reported a position in SMR as recently as Q3 2025.

Navis Wealth Advisors first reported a position in SMR in Q3 2025 and has held it in 2 quarters since. The position peaked at $360K in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Navis Wealth Advisors held 10,000 shares of NuScale Power worth $108K as of Q1 2026.
  • NuScale Power was a new Navis Wealth Advisors position in Q1 2026.
  • NuScale Power made up 0.06% of Navis Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Navis Wealth Advisors first reported a position in NuScale Power in Q3 2025 and has held it in 2 quarters since.
  • Navis Wealth Advisors's NuScale Power position peaked at $360K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.