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Toth Financial Advisory’s NuScale Power SMR Stock Holding History

Toth Financial Advisory’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 		$21.3K Buy
2,127
+909
+75% +$10.3K ﹤0.01% 498
2026
Q1 		$13.2K Buy
1,218
+303
+33% +$4.61K ﹤0.01% 527
2025
Q4 		$13K Sell
915
-960
-51% -$27.5K ﹤0.01% 523
2025
Q3 		$67.5K Buy
1,875
+165
+10% +$6.58K 0.01% 303
2025
Q2 		$67.6K Buy
1,710
+1,110
+185% +$27.9K 0.01% 276
2025
Q1 		$8.5K Sell
600
-1,500
-71% -$30.3K ﹤0.01% 472
2024
Q4 		$37.7K Buy
2,100
+1,800
+600% +$37.1K ﹤0.01% 327
2024
Q3 		$3.47K Hold
300
– – ﹤0.01% 547
2024
Q2 		$3.51K Hold
300
– – ﹤0.01% 551
2024
Q1 		$1.59K Hold
300
– – ﹤0.01% 629
2023
Q4 		$987 Hold
300
– – ﹤0.01% 689
2023
Q3 		$1.47K Buy
+300
New +$1.98K ﹤0.01% 676

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

Toth Financial Advisory's SMR Position: Q2 2026 in Review

Toth Financial Advisory increased its NuScale Power (SMR) stake by 75% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,127 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Toth Financial Advisory first reported a position in SMR in Q3 2023 and has held it in 12 quarters since. The position peaked at $67.6K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Toth Financial Advisory held 2,127 shares of NuScale Power worth $21.3K as of Q2 2026.
  • Toth Financial Advisory bought 909 NuScale Power shares in Q2 2026, an estimated $10.3K.
  • NuScale Power made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #498 holding.
  • Toth Financial Advisory first reported a position in NuScale Power in Q3 2023 and has held it in 12 quarters since.
  • Toth Financial Advisory's NuScale Power position peaked at $67.6K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.