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Strategic Advocates’s NuScale Power SMR Stock Holding History

Strategic Advocates’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 		$15K Sell
1,496
-1,372
-48% -$15.5K 0.06% 141
2026
Q1 		$31.1K Buy
2,868
+547
+24% +$8.32K 0.14% 103
2025
Q4 		$33.2K Buy
2,321
+1,624
+233% +$46.4K 0.01% 236
2025
Q3 		$25.1K Buy
+697
New +$27.8K 0.01% 258

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

Strategic Advocates's SMR Position: Q2 2026 in Review

Strategic Advocates reduced its NuScale Power (SMR) stake by 48% in Q2 2026, selling an estimated $15.5K and leaving 1,496 shares worth $15K. The position accounts for 0.06% of the portfolio, ranked #141.

Strategic Advocates first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.2K in Q4 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Strategic Advocates held 1,496 shares of NuScale Power worth $15K as of Q2 2026.
  • Strategic Advocates sold 1,372 NuScale Power shares in Q2 2026, an estimated $15.5K.
  • NuScale Power made up 0.06% of Strategic Advocates's portfolio in Q2 2026, its #141 holding.
  • Strategic Advocates first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Strategic Advocates's NuScale Power position peaked at $33.2K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.