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Ritter Daniher Financial Advisory’s NuScale Power SMR Stock Holding History

Ritter Daniher Financial Advisory’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 		$7.52K Sell
750
-916
-55% -$10.3K ﹤0.01% 473
2026
Q1 		$18.1K Hold
1,666
– – ﹤0.01% 371
2025
Q4 		$23.6K Buy
1,666
+750
+82% +$21.5K ﹤0.01% 348
2025
Q3 		$33K Sell
916
-224
-20% -$8.93K 0.01% 257
2025
Q2 		$45.1K Buy
+1,140
New +$28.6K 0.01% 184

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

Ritter Daniher Financial Advisory's SMR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its NuScale Power (SMR) stake by 55% in Q2 2026, selling an estimated $10.3K and leaving 750 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Ritter Daniher Financial Advisory first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.1K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Ritter Daniher Financial Advisory held 750 shares of NuScale Power worth $7.52K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 916 NuScale Power shares in Q2 2026, an estimated $10.3K.
  • NuScale Power made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #473 holding.
  • Ritter Daniher Financial Advisory first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Ritter Daniher Financial Advisory's NuScale Power position peaked at $45.1K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.