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Walser Wealth Management’s NuScale Power SMR Stock Holding History

Walser 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 		$244K Sell
24,289
-6,995
-22% -$78.9K 0.1% 187
2026
Q1 		$339K Buy
+31,284
New +$476K 0.15% 113

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

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

Walser Wealth Management reduced its NuScale Power (SMR) stake by 22% in Q2 2026, selling an estimated $78.9K and leaving 24,289 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #187.

Walser Wealth Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $339K in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Walser Wealth Management held 24,289 shares of NuScale Power worth $244K as of Q2 2026.
  • Walser Wealth Management sold 6,995 NuScale Power shares in Q2 2026, an estimated $78.9K.
  • NuScale Power made up 0.1% of Walser Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Walser Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • Walser Wealth Management's NuScale Power position peaked at $339K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.