RSWM
SMR icon

Robertson Stephens Wealth Management’s NuScale Power SMR Stock Holding History

Robertson Stephens 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 		$341K Buy
34,000
+5,000
+17% +$56.4K 0.01% 501
2026
Q1 		$314K Buy
+29,000
New +$441K 0.01% 505

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

Robertson Stephens Wealth Management's SMR Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its NuScale Power (SMR) stake by 17% in Q2 2026, buying an estimated $56.4K and bringing the position to 34,000 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #501.

Robertson Stephens Wealth Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Robertson Stephens Wealth Management held 34,000 shares of NuScale Power worth $341K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 5,000 NuScale Power shares in Q2 2026, an estimated $56.4K.
  • NuScale Power made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Robertson Stephens Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.