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Scarborough Advisors’s NuScale Power SMR Stock Holding History

Scarborough 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 		– Sell
-63
Closed -$683 – 598
2026
Q1 		$683 Hold
63
– – ﹤0.01% 664
2025
Q4 		$893 Hold
63
– – ﹤0.01% 390
2025
Q3 		$2.27K Buy
63
+21
+50% +$837 ﹤0.01% 352
2025
Q2 		$1.66K Buy
+42
New +$1.05K ﹤0.01% 356

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

Scarborough Advisors's SMR Position: Q2 2026 in Review

Scarborough Advisors sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 63 shares — an estimated $683 sold.

Scarborough Advisors first reported a position in SMR in Q2 2025 and held it in 4 quarters. The position peaked at $2.27K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Scarborough Advisors reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 63 NuScale Power shares in Q2 2026, an estimated $683.
  • Scarborough Advisors first reported a position in NuScale Power in Q2 2025 and held it in 4 quarters.
  • Scarborough Advisors's NuScale Power position peaked at $2.27K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.