Osaic Holdings
SMR icon

Osaic Holdings’s NuScale Power SMR Stock Holding History

Osaic Holdings’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 		$3.55M Buy
354,194
+121,531
+52% +$1.37M ﹤0.01% 1812
2026
Q1 		$2.52M Buy
232,663
+53,975
+30% +$821K ﹤0.01% 1888
2025
Q4 		$2.53M Sell
178,688
-6,436
-3% -$184K ﹤0.01% 1890
2025
Q3 		$6.59M Buy
185,124
+20,859
+13% +$831K 0.01% 1270
2025
Q2 		$6.5M Sell
164,265
-20,336
-11% -$510K 0.01% 1065
2025
Q1 		$2.61M Buy
184,601
+27,593
+18% +$558K 0.01% 1462
2024
Q4 		$2.82M Buy
157,008
+62,926
+67% +$1.3M 0.01% 1405
2024
Q3 		$1.09M Sell
94,082
-10,703
-10% -$109K ﹤0.01% 2174
2024
Q2 		$1.22M Sell
104,785
-44,560
-30% -$317K ﹤0.01% 2028
2024
Q1 		$793K Buy
149,345
+1,972
+1% +$7.08K ﹤0.01% 2541
2023
Q4 		$485K Sell
147,373
-39,616
-21% -$141K ﹤0.01% 3197
2023
Q3 		$916K Sell
186,989
-15,995
-8% -$105K ﹤0.01% 2706
2023
Q2 		$1.38M Buy
202,984
+86,931
+75% +$705K ﹤0.01% 2191
2023
Q1 		$1.05M Sell
116,053
-1,626
-1% -$16.3K ﹤0.01% 2406
2022
Q4 		$1.21M Buy
117,679
+28,328
+32% +$314K ﹤0.01% 2210
2022
Q3 		$1.04M Buy
89,351
+74,086
+485% +$973K ﹤0.01% 2183
2022
Q2 		$153K Buy
+15,265
New +$153K ﹤0.01% 4054

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

Osaic Holdings's SMR Position: Q2 2026 in Review

Osaic Holdings increased its NuScale Power (SMR) stake by 52% in Q2 2026, buying an estimated $1.37M and bringing the position to 354,194 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Osaic Holdings first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.59M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Osaic Holdings held 354,194 shares of NuScale Power worth $3.55M as of Q2 2026.
  • Osaic Holdings bought 121,531 NuScale Power shares in Q2 2026, an estimated $1.37M.
  • NuScale Power made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1812 holding.
  • Osaic Holdings first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
  • Osaic Holdings's NuScale Power position peaked at $6.59M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.