Polen Capital Management
SMR icon

Polen Capital Management’s NuScale Power SMR Stock Holding History

Polen Capital Management’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 		– Sell
-21,246
Closed -$230K – 273
2026
Q1 		$230K Sell
21,246
-43,369
-67% -$660K ﹤0.01% 212
2025
Q4 		$916K Sell
64,615
-18,928
-23% -$541K ﹤0.01% 141
2025
Q3 		$3.01M Sell
83,543
-1,883
-2% -$75K 0.01% 79
2025
Q2 		$3.38M Buy
+85,426
New +$2.14M 0.01% 61

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

Polen Capital Management's SMR Position: Q2 2026 in Review

Polen Capital Management sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 21,246 shares — an estimated $230K sold.

Polen Capital Management first reported a position in SMR in Q2 2025 and held it in 4 quarters. The position peaked at $3.38M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Polen Capital Management reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 21,246 NuScale Power shares in Q2 2026, an estimated $230K.
  • Polen Capital Management first reported a position in NuScale Power in Q2 2025 and held it in 4 quarters.
  • Polen Capital Management's NuScale Power position peaked at $3.38M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.