SWM
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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
Q2 		$2.32K Sell
231
-50
-18% -$564 ﹤0.01% 1354
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 $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

SHP Wealth Management's SMR Position: Q2 2026 in Review

SHP Wealth Management reduced its NuScale Power (SMR) stake by 18% in Q2 2026, selling an estimated $564 and leaving 231 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

SHP Wealth Management first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.24K in Q4 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • SHP Wealth Management held 231 shares of NuScale Power worth $2.32K as of Q2 2026.
  • SHP Wealth Management sold 50 NuScale Power shares in Q2 2026, an estimated $564.
  • NuScale Power made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1354 holding.
  • SHP Wealth Management first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's NuScale Power position peaked at $7.24K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.