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Ulland Investment Advisors’s NuScale Power SMR Stock Holding History

Ulland Investment Advisors’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
2025
Q2 		– Sell
-150
Closed -$2K – 229
2025
Q1 		$2K Sell
150
-50
-25% -$1.01K ﹤0.01% 207
2024
Q4 		$4K Buy
+200
New +$4.13K ﹤0.01% 192

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Ulland Investment Advisors's SMR Position: Q2 2025 in Review

Ulland Investment Advisors sold out of NuScale Power (SMR) in Q2 2025, closing a stake of 150 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in SMR in Q4 2024 and held it in 2 quarters. The position peaked at $4K in Q4 2024. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

  • Ulland Investment Advisors reported no remaining NuScale Power position as of Q2 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 150 NuScale Power shares in Q2 2025, an estimated $2K.
  • Ulland Investment Advisors first reported a position in NuScale Power in Q4 2024 and held it in 2 quarters.
  • Ulland Investment Advisors's NuScale Power position peaked at $4K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on Ulland Investment Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.