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Rialto Wealth Management’s NuScale Power SMR Stock Holding History

Rialto Wealth 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 		$1.15K Buy
115
+80
+229% +$902 ﹤0.01% 1312
2026
Q1 		$380 Buy
+35
New +$533 ﹤0.01% 1483
2025
Q4 		– Sell
-30
Closed -$1.08K – 1797
2025
Q3 		$1.08K Hold
30
– – ﹤0.01% 905
2025
Q2 		$1.19K Buy
+30
New +$753 ﹤0.01% 780

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

Rialto Wealth Management's SMR Position: Q2 2026 in Review

Rialto Wealth Management increased its NuScale Power (SMR) stake by 229% in Q2 2026, buying an estimated $902 and bringing the position to 115 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Rialto Wealth Management first reported a position in SMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.19K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Rialto Wealth Management held 115 shares of NuScale Power worth $1.15K as of Q2 2026.
  • Rialto Wealth Management bought 80 NuScale Power shares in Q2 2026, an estimated $902.
  • NuScale Power made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1312 holding.
  • Rialto Wealth Management first reported a position in NuScale Power in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's NuScale Power position peaked at $1.19K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.