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Operose Advisors’s NuScale Power SMR Stock Holding History

Operose 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 		$63.9K Sell
6,369
-3,149
-33% -$35.5K 0.01% 284
2026
Q1 		$103K Sell
9,518
-3,466
-27% -$52.7K 0.02% 215
2025
Q4 		$184K Buy
12,984
+11,631
+860% +$333K 0.04% 155
2025
Q3 		$48.7K Hold
1,353
– – 0.01% 261
2025
Q2 		$53.5K Hold
1,353
– – 0.02% 222
2025
Q1 		$19.2K Buy
1,353
+665
+97% +$13.4K 0.01% 283
2024
Q4 		$12.3K Buy
+688
New +$14.2K ﹤0.01% 293

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

Operose Advisors's SMR Position: Q2 2026 in Review

Operose Advisors reduced its NuScale Power (SMR) stake by 33% in Q2 2026, selling an estimated $35.5K and leaving 6,369 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #284.

Operose Advisors first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $184K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Operose Advisors held 6,369 shares of NuScale Power worth $63.9K as of Q2 2026.
  • Operose Advisors sold 3,149 NuScale Power shares in Q2 2026, an estimated $35.5K.
  • NuScale Power made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #284 holding.
  • Operose Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Operose Advisors's NuScale Power position peaked at $184K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.