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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
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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rothschild Investment LLC's SMR Position: Q1 2026 in Review

Rothschild Investment LLC increased its NuScale Power (SMR) stake by 6.4% in Q1 2026, buying an estimated $1.29K and bringing the position to 1,405 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Rothschild Investment LLC first reported a position in SMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.5K in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Rothschild Investment LLC held 1,405 shares of NuScale Power worth $15.2K as of Q1 2026.
  • Rothschild Investment LLC bought 85 NuScale Power shares in Q1 2026, an estimated $1.29K.
  • NuScale Power made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1523 holding.
  • Rothschild Investment LLC first reported a position in NuScale Power in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's NuScale Power position peaked at $44.5K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.