SWM
SMR icon

SHP Wealth Management’s NuScale Power SMR Stock Holding History

SHP Wealth Management’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 		$3.05K Sell
281
-230
-45% -$3.5K ﹤0.01% 1184
2025
Q4 		$7.24K Buy
+511
New +$14.6K ﹤0.01% 914

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

SHP Wealth Management's SMR Position: Q1 2026 in Review

SHP Wealth Management reduced its NuScale Power (SMR) stake by 45% in Q1 2026, selling an estimated $3.5K and leaving 281 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

SHP Wealth Management first reported a position in SMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.24K in Q4 2025. 494 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • SHP Wealth Management held 281 shares of NuScale Power worth $3.05K as of Q1 2026.
  • SHP Wealth Management sold 230 NuScale Power shares in Q1 2026, an estimated $3.5K.
  • NuScale Power made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1184 holding.
  • SHP Wealth Management first reported a position in NuScale Power in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's NuScale Power position peaked at $7.24K in Q4 2025.
  • 494 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.