Stone House Investment Management’s NuScale Power SMR Stock Holding History

Stone House Investment 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	$11.5K	Sell	1,062 -2,550	-71%	-$38.8K	﹤0.01%	332
2025 Q4	$51.2K	Hold	3,612	–	–	0.01%	167
2025 Q3	$130K	Buy	3,612 +62	+2%	+$2.47K	0.02%	100
2025 Q2	$140K	Hold	3,550	–	–	0.03%	92
2025 Q1	$50.3K	Buy	+3,550	New	+$71.8K	0.01%	145
2024 Q4	–	Sell	-1,150	Closed	-$13.3K	–	299
2024 Q3	$13.3K	Buy	1,150 +1,000	+667%	+$10.2K	﹤0.01%	204
2024 Q2	$1.75K	Buy	+150	New	+$1.07K	﹤0.01%	339
2024 Q1	–	Sell	-297	Closed	-$977	–	438
2023 Q4	$977	Buy	297 +200	+206%	+$711	﹤0.01%	302
2023 Q3	$475	Hold	97	–	–	﹤0.01%	319
2023 Q2	$660	Hold	97	–	–	﹤0.01%	312
2023 Q1	$882	Buy	+97	New	+$973	﹤0.01%	281

Other funds holding SMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stone House Investment Management's SMR Position: Q1 2026 in Review

Stone House Investment Management reduced its NuScale Power (SMR) stake by 71% in Q1 2026, selling an estimated $38.8K and leaving 1,062 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Stone House Investment Management first reported a position in SMR in Q1 2023 and has held it in 11 quarters since. The position peaked at $140K in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Stone House Investment Management held 1,062 shares of NuScale Power worth $11.5K as of Q1 2026.
Stone House Investment Management sold 2,550 NuScale Power shares in Q1 2026, an estimated $38.8K.
NuScale Power made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #332 holding.
Stone House Investment Management first reported a position in NuScale Power in Q1 2023 and has held it in 11 quarters since.
Stone House Investment Management's NuScale Power position peaked at $140K in Q2 2025.
493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.