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Purpose Unlimited Inc’s NuScale Power SMR Stock Holding History

Purpose Unlimited Inc’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 		$78K Buy
7,777
+7,512
+2,835% +$84.7K ﹤0.01% 308
2026
Q1 		$2.87K Buy
265
+200
+308% +$3.04K ﹤0.01% 481
2025
Q4 		$921 Buy
+65
New +$1.86K ﹤0.01% 382

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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 $3.38T AUM 44.17% 1-Year Est. Return

Purpose Unlimited Inc's SMR Position: Q2 2026 in Review

Purpose Unlimited Inc increased its NuScale Power (SMR) stake by 2,835% in Q2 2026, buying an estimated $84.7K and bringing the position to 7,777 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Purpose Unlimited Inc first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Purpose Unlimited Inc held 7,777 shares of NuScale Power worth $78K as of Q2 2026.
  • Purpose Unlimited Inc bought 7,512 NuScale Power shares in Q2 2026, an estimated $84.7K.
  • NuScale Power made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #308 holding.
  • Purpose Unlimited Inc first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.