Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s NuScale Power SMR Stock Holding History

Northwestern Mutual 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 		$3.81K Buy
380
+370
+3,700% +$4.17K ﹤0.01% 3485
2026
Q1 		$108 Sell
10
-409
-98% -$6.22K ﹤0.01% 3991
2025
Q4 		$5.94K Sell
419
-2,870
-87% -$82.1K ﹤0.01% 3167
2025
Q3 		$118K Buy
3,289
+1,384
+73% +$55.2K ﹤0.01% 1986
2025
Q2 		$75.4K Sell
1,905
-363
-16% -$9.11K ﹤0.01% 2099
2025
Q1 		$32.1K Sell
2,268
-5
-0.2% -$101 ﹤0.01% 2335
2024
Q4 		$40.8K Buy
+2,273
New +$46.9K ﹤0.01% 2253
2023
Q1 		– Sell
-50
Closed -$513 – 3567
2022
Q4 		$513 Sell
50
-880
-95% -$9.74K ﹤0.01% 3128
2022
Q3 		$11K Buy
+930
New +$12.2K ﹤0.01% 2437

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 $3.38T AUM 44.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its NuScale Power (SMR) stake by 3,700% in Q2 2026, buying an estimated $4.17K and bringing the position to 380 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Northwestern Mutual Wealth Management first reported a position in SMR in Q3 2022 and has held it in 9 quarters since. The position peaked at $118K in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 380 shares of NuScale Power worth $3.81K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 370 NuScale Power shares in Q2 2026, an estimated $4.17K.
  • NuScale Power made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3485 holding.
  • Northwestern Mutual Wealth Management first reported a position in NuScale Power in Q3 2022 and has held it in 9 quarters since.
  • Northwestern Mutual Wealth Management's NuScale Power position peaked at $118K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.