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Wealthcare Advisory Partners’s NuScale Power SMR Stock Holding History

Wealthcare Advisory Partners’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 		$107K Sell
10,687
-2,430
-19% -$27.4K ﹤0.01% 1062
2026
Q1 		$142K Buy
13,117
+717
+6% +$10.9K ﹤0.01% 1038
2025
Q4 		$176K Buy
12,400
+4,179
+51% +$120K ﹤0.01% 1031
2025
Q3 		$296K Buy
8,221
+1,484
+22% +$59.1K 0.01% 861
2025
Q2 		$267K Buy
+6,737
New +$169K 0.01% 832

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

Wealthcare Advisory Partners's SMR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its NuScale Power (SMR) stake by 19% in Q2 2026, selling an estimated $27.4K and leaving 10,687 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Wealthcare Advisory Partners first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Wealthcare Advisory Partners held 10,687 shares of NuScale Power worth $107K as of Q2 2026.
  • Wealthcare Advisory Partners sold 2,430 NuScale Power shares in Q2 2026, an estimated $27.4K.
  • NuScale Power made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1062 holding.
  • Wealthcare Advisory Partners first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Wealthcare Advisory Partners's NuScale Power position peaked at $296K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.