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Private Wealth Partners’s NuScale Power SMR Stock Holding History

Private Wealth 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 		$247K Sell
24,670
-45,575
-65% -$514K 0.02% 157
2026
Q1 		$761K Sell
70,245
-10,475
-13% -$159K 0.06% 111
2025
Q4 		$1.14M Buy
80,720
+45,320
+128% +$1.3M 0.08% 93
2025
Q3 		$1.27M Buy
35,400
+12,400
+54% +$494K 0.09% 85
2025
Q2 		$910K Buy
23,000
+6,500
+39% +$163K 0.07% 99
2025
Q1 		$234K Buy
+16,500
New +$334K 0.02% 152

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

Private Wealth Partners's SMR Position: Q2 2026 in Review

Private Wealth Partners reduced its NuScale Power (SMR) stake by 65% in Q2 2026, selling an estimated $514K and leaving 24,670 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #157.

Private Wealth Partners first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Private Wealth Partners held 24,670 shares of NuScale Power worth $247K as of Q2 2026.
  • Private Wealth Partners sold 45,575 NuScale Power shares in Q2 2026, an estimated $514K.
  • NuScale Power made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Private Wealth Partners first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Partners's NuScale Power position peaked at $1.27M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.