Westside Investment Management’s NuScale Power SMR Stock Holding History

Westside Investment 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	$2.01K	Hold	200	–	–	﹤0.01%	1338
2026 Q1	$2.17K	Hold	200	–	–	﹤0.01%	1323
2025 Q4	$2.83K	Hold	200	–	–	﹤0.01%	1284
2025 Q3	$7.2K	Hold	200	–	–	﹤0.01%	1202
2025 Q2	$7.91K	Sell	200 -2,695	-93%	-$67.6K	﹤0.01%	1028
2025 Q1	$41K	Hold	2,895	–	–	0.01%	431
2024 Q4	$51.9K	Hold	2,895	–	–	0.01%	401
2024 Q3	$33.5K	Hold	2,895	–	–	0.01%	467
2024 Q2	$33.8K	Hold	2,895	–	–	0.01%	447
2024 Q1	$15.4K	Hold	2,895	–	–	﹤0.01%	564
2023 Q4	$9.53K	Hold	2,895	–	–	﹤0.01%	599
2023 Q3	$14.2K	Hold	2,895	–	–	﹤0.01%	532
2023 Q2	$19.7K	Buy	2,895 +200	+7%	+$1.62K	0.01%	492
2023 Q1	$24.5K	Buy	2,695 +1,650	+158%	+$16.6K	0.01%	469
2022 Q4	$10	Hold	1,045	–	–	﹤0.01%	606
2022 Q3	$12	Buy	+1,045	New	+$13.7K	﹤0.01%	583

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

Westside Investment Management's SMR Position: Q2 2026 in Review

Westside Investment Management held its NuScale Power (SMR) position steady in Q2 2026 at 200 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Westside Investment Management first reported a position in SMR in Q3 2022 and has held it in 16 quarters since. The position peaked at $51.9K in Q4 2024. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Westside Investment Management held 200 shares of NuScale Power worth $2.01K as of Q2 2026.
Westside Investment Management left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1338 holding.
Westside Investment Management first reported a position in NuScale Power in Q3 2022 and has held it in 16 quarters since.
Westside Investment Management's NuScale Power position peaked at $51.9K in Q4 2024.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.