Zurich Cantonal Bank’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$666K Buy
+61,438
New +$935K ﹤0.01% 1662
2025
Q4
Sell
-21,988
Closed -$629K 3399
2025
Q3
$792K Hold
21,988
﹤0.01% 1443
2025
Q2
$870K Buy
21,988
+1,555
+8% +$39K ﹤0.01% 1312
2025
Q1
$289K Buy
20,433
+7,361
+56% +$149K ﹤0.01% 1908
2024
Q4
$234K Buy
13,072
+9,312
+248% +$192K ﹤0.01% 2080
2024
Q3
$43.5K Buy
+3,760
New +$38.4K ﹤0.01% 2567
2024
Q1
Sell
-23,105
Closed -$76K 2731
2023
Q4
$76K Sell
23,105
-3,959
-15% -$14.1K ﹤0.01% 2528
2023
Q3
$133K Buy
27,064
+16,371
+153% +$108K ﹤0.01% 2216
2023
Q2
$72.7K Buy
10,693
+8,486
+385% +$68.8K ﹤0.01% 2488
2023
Q1
$20.1K Hold
2,207
﹤0.01% 2753
2022
Q4
$22.6K Buy
+2,207
New +$24.4K ﹤0.01% 2740

Other funds holding SMR