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&Partners’s NuScale Power SMR Stock Holding History

&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
2026
Q2 		$427K Buy
42,530
+11,095
+35% +$125K ﹤0.01% 1926
2026
Q1 		$341K Buy
31,435
+12,259
+64% +$187K ﹤0.01% 1907
2025
Q4 		$280K Buy
19,176
+9,902
+107% +$283K ﹤0.01% 1954
2025
Q3 		$334K Buy
9,274
+1,507
+19% +$60.1K ﹤0.01% 1687
2025
Q2 		$311K Buy
+7,767
New +$195K ﹤0.01% 1603

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

&Partners's SMR Position: Q2 2026 in Review

&Partners increased its NuScale Power (SMR) stake by 35% in Q2 2026, buying an estimated $125K and bringing the position to 42,530 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

&Partners first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • &Partners held 42,530 shares of NuScale Power worth $427K as of Q2 2026.
  • &Partners bought 11,095 NuScale Power shares in Q2 2026, an estimated $125K.
  • NuScale Power made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1926 holding.
  • &Partners first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.