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Stonehage Fleming Financial Services’s NuScale Power SMR Stock Holding History

Stonehage Fleming Financial Services’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 		– Sell
-21,251
Closed -$230K – 237
2026
Q1 		$230K Hold
21,251
– – 0.01% 144
2025
Q4 		$301K Buy
+21,251
New +$608K 0.01% 124

Other funds holding SMR

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BlackRock
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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 $3.37T AUM 44.26% 1-Year Est. Return

Stonehage Fleming Financial Services's SMR Position: Q2 2026 in Review

Stonehage Fleming Financial Services sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 21,251 shares — an estimated $230K sold.

Stonehage Fleming Financial Services first reported a position in SMR in Q4 2025 and held it in 2 quarters. The position peaked at $301K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Stonehage Fleming Financial Services reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 21,251 NuScale Power shares in Q2 2026, an estimated $230K.
  • Stonehage Fleming Financial Services first reported a position in NuScale Power in Q4 2025 and held it in 2 quarters.
  • Stonehage Fleming Financial Services's NuScale Power position peaked at $301K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.