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Woodward Diversified Capital’s NuScale Power SMR Stock Holding History

Woodward Diversified Capital’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
2025
Q3 		– Sell
-53,581
Closed -$2.12M – 191
2025
Q2 		$2.12M Buy
+53,581
New +$1.34M 1.07% 15

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Woodward Diversified Capital's SMR Position: Q3 2025 in Review

Woodward Diversified Capital sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 53,581 shares — an estimated $2.12M sold.

Woodward Diversified Capital first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $2.12M in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Woodward Diversified Capital reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Woodward Diversified Capital sold 53,581 NuScale Power shares in Q3 2025, an estimated $2.12M.
  • Woodward Diversified Capital first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
  • Woodward Diversified Capital's NuScale Power position peaked at $2.12M in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Woodward Diversified Capital's 13F filing for Q3 2025, filed 21 Oct 2025.