Vision Financial Markets’s NuScale Power SMR Stock Holding History

Vision Financial Markets’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	$2.09K	Hold	206	–	–	﹤0.01%	333
2026 Q1	$2.23K	Hold	206	–	–	﹤0.01%	332
2025 Q4	$2.92K	Hold	206	–	–	﹤0.01%	298
2025 Q3	$7.42K	Hold	206	–	–	0.01%	267
2025 Q2	$8.15K	Buy	+206	New	+$5.17K	0.01%	241

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vision Financial Markets's SMR Position: Q2 2026 in Review

Vision Financial Markets held its NuScale Power (SMR) position steady in Q2 2026 at 206 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Vision Financial Markets first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.15K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Vision Financial Markets held 206 shares of NuScale Power worth $2.09K as of Q2 2026.
Vision Financial Markets left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #333 holding.
Vision Financial Markets first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
Vision Financial Markets's NuScale Power position peaked at $8.15K in Q2 2025.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.