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Winch Advisory Services’s NuScale Power SMR Stock Holding History

Winch Advisory Services’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 		$14.3K Hold
1,422
– – ﹤0.01% 296
2026
Q1 		$15.4K Hold
1,422
– – ﹤0.01% 274
2025
Q4 		$20.1K Buy
1,422
+824
+138% +$23.6K ﹤0.01% 242
2025
Q3 		$21.5K Buy
598
+48
+9% +$1.91K ﹤0.01% 236
2025
Q2 		$21.8K Buy
550
+223
+68% +$5.6K 0.01% 229
2025
Q1 		$4.63K Buy
+327
New +$6.61K ﹤0.01% 344

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

Winch Advisory Services's SMR Position: Q2 2026 in Review

Winch Advisory Services held its NuScale Power (SMR) position steady in Q2 2026 at 1,422 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Winch Advisory Services first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.8K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Winch Advisory Services held 1,422 shares of NuScale Power worth $14.3K as of Q2 2026.
  • Winch Advisory Services left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #296 holding.
  • Winch Advisory Services first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Winch Advisory Services's NuScale Power position peaked at $21.8K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.