SWP
SMR icon

Strategic Wealth Partners’s NuScale Power SMR Stock Holding History

Strategic Wealth Partners’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 		$27.6K Buy
2,747
+100
+4% +$1.13K ﹤0.01% 669
2026
Q1 		$28.7K Buy
2,647
+473
+22% +$7.2K ﹤0.01% 627
2025
Q4 		$30.8K Sell
2,174
-278
-11% -$7.95K ﹤0.01% 613
2025
Q3 		$88.3K Sell
2,452
-150
-6% -$5.98K 0.01% 456
2025
Q2 		$103K Buy
+2,602
New +$65.3K 0.01% 388

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 Wealth Partners's SMR Position: Q2 2026 in Review

Strategic Wealth Partners increased its NuScale Power (SMR) stake by 3.8% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,747 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Strategic Wealth Partners first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $103K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Strategic Wealth Partners held 2,747 shares of NuScale Power worth $27.6K as of Q2 2026.
  • Strategic Wealth Partners bought 100 NuScale Power shares in Q2 2026, an estimated $1.13K.
  • NuScale Power made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #669 holding.
  • Strategic Wealth Partners first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's NuScale Power position peaked at $103K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.