Simon Quick Advisors
IMSR icon

Simon Quick Advisors’s Terrestrial Energy IMSR Stock Holding History

Simon Quick Advisors’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156K Hold
40,000
– – 0.01% 447
2026
Q2 		$283K Hold
40,000
– – 0.01% 341
2026
Q1 		$240K Sell
40,000
-5,000
-11% -$39.6K 0.01% 338
2025
Q4 		$275K Buy
+45,000
New +$602K 0.01% 322

Other funds holding IMSR

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Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Simon Quick Advisors's IMSR Position: Q3 2026 in Review

Simon Quick Advisors held its Terrestrial Energy (IMSR) position steady in Q3 2026 at 40,000 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #447.

Simon Quick Advisors first reported a position in IMSR in Q4 2025 and has held it in 4 quarters since. The position peaked at $283K in Q2 2026. 12 funds tracked by Wall St. Rank hold IMSR as of Q3 2026.

  • Simon Quick Advisors held 40,000 shares of Terrestrial Energy worth $156K as of Q3 2026.
  • Simon Quick Advisors left its Terrestrial Energy share count unchanged in Q3 2026.
  • Terrestrial Energy made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #447 holding.
  • Simon Quick Advisors first reported a position in Terrestrial Energy in Q4 2025 and has held it in 4 quarters since.
  • Simon Quick Advisors's Terrestrial Energy position peaked at $283K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Terrestrial Energy as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.