Vontobel Holding
SMR icon

Vontobel Holding’s NuScale Power SMR Stock Holding History

Vontobel Holding’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 		$226K Buy
+22,500
New +$254K ﹤0.01% 1321
2026
Q1 		– Sell
-6,500
Closed -$92.1K – 1461
2025
Q4 		$92.1K Buy
6,500
+5,000
+333% +$143K ﹤0.01% 1373
2025
Q3 		$54K Buy
+1,500
New +$59.8K ﹤0.01% 1322

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

Vontobel Holding's SMR Position: Q2 2026 in Review

Vontobel Holding increased its NuScale Power (SMR) stake by 98% in Q2 2026, buying an estimated $721K and bringing the position to 129,384 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Vontobel Holding first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Vontobel Holding held 129,384 shares of NuScale Power worth $1.3M as of Q2 2026.
  • Vontobel Holding bought 63,914 NuScale Power shares in Q2 2026, an estimated $721K.
  • NuScale Power made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #734 holding.
  • Vontobel Holding first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.