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Tripletail Wealth Management’s NuScale Power SMR Stock Holding History

Tripletail Wealth 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
Q2 		$1.95K Sell
200
-850
-81% -$9.59K ﹤0.01% 271
2026
Q1 		$10.7K Buy
1,050
+200
+24% +$3.04K 0.01% 208
2025
Q4 		$12K Buy
850
+650
+325% +$18.6K 0.02% 207
2025
Q3 		$8.72K Buy
+200
New +$7.97K 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

Tripletail Wealth Management's SMR Position: Q2 2026 in Review

Tripletail Wealth Management reduced its NuScale Power (SMR) stake by 81% in Q2 2026, selling an estimated $9.59K and leaving 200 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Tripletail Wealth Management first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $12K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Tripletail Wealth Management held 200 shares of NuScale Power worth $1.95K as of Q2 2026.
  • Tripletail Wealth Management sold 850 NuScale Power shares in Q2 2026, an estimated $9.59K.
  • NuScale Power made up ﹤0.01% of Tripletail Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Tripletail Wealth Management first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's NuScale Power position peaked at $12K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.