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Rothschild Investment LLC’s NuScale Power SMR Stock Holding History

Rothschild Investment LLC’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 		$14.9K Buy
1,482
+77
+5% +$869 ﹤0.01% 1681
2026
Q1 		$15.2K Buy
1,405
+85
+6% +$1.29K ﹤0.01% 1523
2025
Q4 		$18.7K Buy
1,320
+295
+29% +$8.44K ﹤0.01% 1346
2025
Q3 		$36.9K Sell
1,025
-100
-9% -$3.98K ﹤0.01% 1078
2025
Q2 		$44.5K Buy
1,125
+350
+45% +$8.78K ﹤0.01% 806
2025
Q1 		$11K Buy
775
+440
+131% +$8.89K ﹤0.01% 1147
2024
Q4 		$6.01K Buy
335
+190
+131% +$3.92K ﹤0.01% 1285
2024
Q3 		$1.68K Buy
145
+80
+123% +$816 ﹤0.01% 1821
2024
Q2 		$760 Buy
+65
New +$463 ﹤0.01% 1813

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

Rothschild Investment LLC's SMR Position: Q2 2026 in Review

Rothschild Investment LLC increased its NuScale Power (SMR) stake by 5.5% in Q2 2026, buying an estimated $869 and bringing the position to 1,482 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Rothschild Investment LLC first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.5K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Rothschild Investment LLC held 1,482 shares of NuScale Power worth $14.9K as of Q2 2026.
  • Rothschild Investment LLC bought 77 NuScale Power shares in Q2 2026, an estimated $869.
  • NuScale Power made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1681 holding.
  • Rothschild Investment LLC first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's NuScale Power position peaked at $44.5K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.