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Sanctuary Advisors’s NuScale Power SMR Stock Holding History

Sanctuary Advisors’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 		$1.32M Buy
131,568
+51,190
+64% +$577K 0.01% 1291
2026
Q1 		$871K Buy
80,378
+24,486
+44% +$373K ﹤0.01% 1421
2025
Q4 		$792K Buy
55,892
+9,155
+20% +$262K ﹤0.01% 1460
2025
Q3 		$1.68M Buy
46,737
+8,307
+22% +$331K 0.01% 994
2025
Q2 		$1.52M Buy
38,430
+16,400
+74% +$412K 0.01% 976
2025
Q1 		$312K Buy
22,030
+5,116
+30% +$103K ﹤0.01% 1774
2024
Q4 		$399K Buy
+16,914
New +$349K ﹤0.01% 1830

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

Sanctuary Advisors's SMR Position: Q2 2026 in Review

Sanctuary Advisors increased its NuScale Power (SMR) stake by 64% in Q2 2026, buying an estimated $577K and bringing the position to 131,568 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1291.

Sanctuary Advisors first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Sanctuary Advisors held 131,568 shares of NuScale Power worth $1.32M as of Q2 2026.
  • Sanctuary Advisors bought 51,190 NuScale Power shares in Q2 2026, an estimated $577K.
  • NuScale Power made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1291 holding.
  • Sanctuary Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Sanctuary Advisors's NuScale Power position peaked at $1.68M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.