Vision Retirement’s NuScale Power SMR Stock Holding History

Vision Retirement’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	$9.14K	Hold	911	–	–	﹤0.01%	449
2026 Q1	$9.88K	Buy	+911	New	+$13.9K	﹤0.01%	415

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 Retirement's SMR Position: Q2 2026 in Review

Vision Retirement held its NuScale Power (SMR) position steady in Q2 2026 at 911 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Vision Retirement first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.88K in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Vision Retirement held 911 shares of NuScale Power worth $9.14K as of Q2 2026.
Vision Retirement left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #449 holding.
Vision Retirement first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
Vision Retirement's NuScale Power position peaked at $9.88K in Q1 2026.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.