ORG Partners’s NuScale Power SMR Stock Holding History

ORG Partners’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
2025 Q4	$283	Sell	20 -510	-96%	-$14.6K	﹤0.01%	1647
2025 Q3	$19.1K	Buy	530 +105	+25%	+$4.18K	﹤0.01%	814
2025 Q2	$15.3K	Buy	425 +80	+23%	+$2.01K	﹤0.01%	817
2025 Q1	$5.05K	Sell	345 -155	-31%	-$3.13K	﹤0.01%	934
2024 Q4	$8.96K	Hold	500	–	–	﹤0.01%	914
2024 Q3	$5.79K	Hold	500	–	–	﹤0.01%	868
2024 Q2	$5.46K	Buy	+500	New	+$3.56K	﹤0.01%	1371
2024 Q1	–	Sell	-500	Closed	-$1.65K	–	1008
2023 Q4	$1.65K	Hold	500	–	–	﹤0.01%	969
2023 Q3	$2.45K	Hold	500	–	–	﹤0.01%	1048
2023 Q2	$3.54K	Buy	+500	New	+$4.06K	﹤0.01%	1127

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ORG Partners's SMR Position: Q4 2025 in Review

ORG Partners reduced its NuScale Power (SMR) stake by 96% in Q4 2025, selling an estimated $14.6K and leaving 20 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

ORG Partners first reported a position in SMR in Q2 2023 and has held it in 10 quarters since. The position peaked at $19.1K in Q3 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

ORG Partners held 20 shares of NuScale Power worth $283 as of Q4 2025.
ORG Partners sold 510 NuScale Power shares in Q4 2025, an estimated $14.6K.
NuScale Power made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1647 holding.
ORG Partners first reported a position in NuScale Power in Q2 2023 and has held it in 10 quarters since.
ORG Partners's NuScale Power position peaked at $19.1K in Q3 2025.
459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.