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Onyx Bridge Wealth Group’s NuScale Power SMR Stock Holding History

Onyx Bridge Wealth Group’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 		$216K Buy
21,497
+6,204
+41% +$70K 0.02% 354
2026
Q1 		$166K Buy
+15,293
New +$233K 0.02% 354
2025
Q4 		– Sell
-6,115
Closed -$220K – 385
2025
Q3 		$220K Buy
6,115
+700
+13% +$27.9K 0.02% 323
2025
Q2 		$214K Buy
+5,415
New +$136K 0.03% 279

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

Onyx Bridge Wealth Group's SMR Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its NuScale Power (SMR) stake by 41% in Q2 2026, buying an estimated $70K and bringing the position to 21,497 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #354.

Onyx Bridge Wealth Group first reported a position in SMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Onyx Bridge Wealth Group held 21,497 shares of NuScale Power worth $216K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 6,204 NuScale Power shares in Q2 2026, an estimated $70K.
  • NuScale Power made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #354 holding.
  • Onyx Bridge Wealth Group first reported a position in NuScale Power in Q2 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's NuScale Power position peaked at $220K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.