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Pasadena Private Wealth’s NuScale Power SMR Stock Holding History

Pasadena Private Wealth’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
Q1 		– Sell
-10,350
Closed -$147K – 295
2025
Q4 		$147K Buy
10,350
+4,203
+68% +$120K 0.02% 223
2025
Q3 		$221K Buy
6,147
+287
+5% +$11.4K 0.03% 187
2025
Q2 		$232K Buy
+5,860
New +$147K 0.04% 170

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pasadena Private Wealth's SMR Position: Q1 2026 in Review

Pasadena Private Wealth sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 10,350 shares — an estimated $147K sold.

Pasadena Private Wealth first reported a position in SMR in Q2 2025 and held it in 3 quarters. The position peaked at $232K in Q2 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Pasadena Private Wealth reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Pasadena Private Wealth sold 10,350 NuScale Power shares in Q1 2026, an estimated $147K.
  • Pasadena Private Wealth first reported a position in NuScale Power in Q2 2025 and held it in 3 quarters.
  • Pasadena Private Wealth's NuScale Power position peaked at $232K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.