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Root Financial Partners’s NuScale Power SMR Stock Holding History

Root Financial 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 		– Sell
-161
Closed -$1.75K – 2749
2026
Q1 		$1.75K Buy
161
+135
+519% +$2.05K ﹤0.01% 2375
2025
Q4 		$368 Hold
26
– – ﹤0.01% 2244
2025
Q3 		$936 Buy
+26
New +$1.04K ﹤0.01% 2068

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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

Root Financial Partners's SMR Position: Q2 2026 in Review

Root Financial Partners sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 161 shares — an estimated $1.75K sold.

Root Financial Partners first reported a position in SMR in Q3 2025 and held it in 3 quarters. The position peaked at $1.75K in Q1 2026. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Root Financial Partners reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 161 NuScale Power shares in Q2 2026, an estimated $1.75K.
  • Root Financial Partners first reported a position in NuScale Power in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NuScale Power position peaked at $1.75K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.