Sloy Dahl & Holst’s NuScale Power SMR Stock Holding History

Sloy Dahl & Holst’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	$114K	Buy	+11,323	New	+$128K	0.01%	122
2025 Q4	–	Sell	-10,000	Closed	-$360K	–	121
2025 Q3	$360K	Sell	10,000 -116	-1%	-$4.62K	0.04%	80
2025 Q2	$400K	Hold	10,116	–	–	0.06%	76
2025 Q1	$143K	Buy	10,116 +52	+0.5%	+$1.05K	0.03%	108
2024 Q4	$180K	Hold	10,064	–	–	0.02%	106
2024 Q3	$117K	Sell	10,064 -7	-0.1%	-$71	0.02%	100
2024 Q2	$118K	Buy	10,071 +21	+0.2%	+$150	0.02%	88
2024 Q1	$53.4K	Hold	10,050	–	–	0.01%	84
2023 Q4	$33.1K	Buy	+10,050	New	+$35.7K	0.01%	89

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sloy Dahl & Holst's SMR Position: Q2 2026 in Review

Sloy Dahl & Holst opened a new position in NuScale Power (SMR) in Q2 2026: 11,323 shares worth $114K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings. This is a return to the name: Sloy Dahl & Holst previously reported a position in SMR as recently as Q3 2025.

Sloy Dahl & Holst first reported a position in SMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $400K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Sloy Dahl & Holst held 11,323 shares of NuScale Power worth $114K as of Q2 2026.
NuScale Power was a new Sloy Dahl & Holst position in Q2 2026.
NuScale Power made up 0.01% of Sloy Dahl & Holst's portfolio in Q2 2026, its #122 holding.
Sloy Dahl & Holst first reported a position in NuScale Power in Q4 2023 and has held it in 9 quarters since.
Sloy Dahl & Holst's NuScale Power position peaked at $400K in Q2 2025.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.