SMR — NUSCALE PWR CORP
As of Q2 2026, 30 SEC-registered investment managers reported holding SMR (NUSCALE PWR CORP) in their latest 13F filings, with a combined reported value of $770.09M across 77.17M shares. That is +24.1% by share count (+14.97M shares) versus the previous quarter, while reported value moved +14.5%. Ownership is concentrated: the five largest holders account for 74.6% of reported value and the top ten for 90.7%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 9 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SMR is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 25.86M | $259.35M | 0.00% | Add |
| Two Sigma Investments history | 11.66M | $116.90M | 0.09% | Add |
| Morgan Stanley history | 9.14M | $91.66M | 0.01% | Add |
| Geode Capital Management history | 6.83M | $68.52M | 0.00% | Add |
| Goldman Sachs Group history | 3.83M | $38.44M | 0.01% | Add |
| Marshall Wace history | 3.05M | $30.59M | 0.02% | Reduce |
| D. E. Shaw & Co history | 2.96M | $29.64M | 0.01% | Add |
| Northern Trust Corp history | 2.60M | $26.10M | 0.00% | Add |
| Charles Schwab Investment Management history | 2.07M | $20.81M | 0.00% | Add |
| Citigroup Inc history | 1.65M | $16.53M | 0.01% | Add |
| Bank of America Corp history | 1.20M | $11.99M | 0.00% | Reduce |
| Citadel Advisors history | 1.17M | $11.73M | 0.01% | Reduce |
| BNY Mellon history | 1.00M | $10.06M | 0.00% | Add |
| Wells Fargo & Co history | 982.20K | $9.85M | 0.00% | Add |
| Millennium Management history | 970.99K | $9.74M | 0.00% | Reduce |
| Deutsche Bank AG history | 359.55K | $3.61M | 0.00% | Add |
| UBS Group AG history | 274.56K | $2.75M | 0.00% | Reduce |
| Manulife Financial history | 231.64K | $2.32M | 0.00% | Add |
| Balyasny Asset Management history | 226.87K | $2.28M | 0.00% | Reduce |
| Legal & General Investment Management America history | 221.87K | $2.23M | 0.00% | Add |
| Invesco Ltd history | 207.90K | $2.09M | 0.00% | Add |
| Prudential Financial history | 53.63K | $537.91K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 50.18K | $503.32K | 0.00% | Reduce |
| Point72 Asset Management history | 50.00K | $501.50K | 0.00% | Reduce |
| AQR Capital Management history | 43.15K | $432.77K | 0.00% | Add |
| PNC Financial Services history | 39.48K | $395.96K | 0.00% | Reduce |
| Amundi US history | 28.37K | $284.53K | 0.00% | Add |
| Principal Global Investors history | 24.90K | $249.78K | 0.00% | Add |
| T. Rowe Price Associates history | 395.64K | $3.97K | 0.00% | Add |
| JPMorgan Chase & Co history | 100 | $1.03K | 0.00% | New |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 12.85M | $139.28M | 0.00% | Add |
| Citadel Advisors history | 7.61M | $82.53M | 0.01% | Reduce |
| Morgan Stanley history | 7.05M | $76.45M | 0.01% | Add |
| Renaissance Technologies history | 5.46M | $59.14M | 0.09% | New |
| Marshall Wace history | 4.31M | $46.69M | 0.05% | Add |
| Two Sigma Investments history | 3.74M | $40.51M | 0.04% | Add |
| Geode Capital Management history | 3.73M | $40.43M | 0.00% | Add |
| Goldman Sachs Group history | 3.32M | $35.99M | 0.00% | Add |
| UBS Group AG history | 2.77M | $29.98M | 0.01% | Reduce |
| Bank of America Corp history | 2.06M | $22.35M | 0.00% | Add |
| Millennium Management history | 1.48M | $16.08M | 0.01% | Add |
| Northern Trust Corp history | 1.34M | $14.54M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.27M | $13.75M | 0.00% | Add |
| Citigroup Inc history | 930.47K | $10.09M | 0.00% | Add |
| D. E. Shaw & Co history | 810.79K | $8.79M | 0.01% | Reduce |
| Wells Fargo & Co history | 704.82K | $7.64M | 0.00% | Reduce |
| Balyasny Asset Management history | 609.40K | $6.61M | 0.01% | Add |
| BNY Mellon history | 482.52K | $5.23M | 0.00% | Add |
| Point72 Asset Management history | 427.96K | $4.64M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 235.92K | $2.56M | 0.00% | Add |
| Manulife Financial history | 148.43K | $1.61M | 0.00% | Add |
| Deutsche Bank AG history | 145.75K | $1.58M | 0.00% | Add |
| Legal & General Investment Management America history | 138.03K | $1.50M | 0.00% | Reduce |
| Invesco Ltd history | 97.61K | $1.06M | 0.00% | Add |
| Janus Henderson Group history | 80.72K | $874.14K | 0.00% | Add |
| Soros Fund Management history | 70.36K | $762.70K | 0.01% | Reduce |
| PNC Financial Services history | 42.09K | $456.21K | 0.00% | Add |
| Prudential Financial history | 24.70K | $267.75K | 0.00% | New |
| Franklin Resources history | 21.35K | $231.47K | 0.00% | Add |
| Polen Capital Management history | 21.25K | $230.31K | 0.00% | Reduce |
| Amundi US history | 18.58K | $201.44K | 0.00% | Add |
| AQR Capital Management history | 15.28K | $165.58K | 0.00% | Reduce |
| Principal Global Investors history | 11.51K | $124.80K | 0.00% | New |
| T. Rowe Price Associates history | 183.06K | $1.99K | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 15.55M | $220.27M | 0.00% | Add |
| BlackRock Inc history | 10.79M | $152.93M | 0.00% | Add |
| Citadel Advisors history | 9.87M | $139.87M | 0.02% | Add |
| Morgan Stanley history | 5.28M | $74.79M | 0.01% | Add |
| Geode Capital Management history | 3.22M | $45.66M | 0.00% | Add |
| UBS Group AG history | 3.02M | $42.85M | 0.01% | Add |
| Two Sigma Investments history | 2.95M | $41.86M | 0.06% | Add |
| D. E. Shaw & Co history | 2.61M | $36.98M | 0.02% | Reduce |
| Bank of America Corp history | 1.55M | $21.91M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.20M | $17.03M | 0.00% | Add |
| Northern Trust Corp history | 1.11M | $15.73M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.01M | $14.31M | 0.00% | Reduce |
| Wells Fargo & Co history | 938.82K | $13.30M | 0.00% | Reduce |
| Millennium Management history | 578.24K | $8.19M | 0.00% | Add |
| Marshall Wace history | 453.59K | $6.43M | 0.01% | New |
| Balyasny Asset Management history | 425.11K | $6.02M | 0.01% | Add |
| BNY Mellon history | 395.87K | $5.61M | 0.00% | Add |
| Point72 Asset Management history | 317.90K | $4.50M | 0.01% | New |
| Citigroup Inc history | 272.52K | $3.86M | 0.00% | Reduce |
| Soros Fund Management history | 150.21K | $2.13M | 0.03% | New |
| Legal & General Investment Management America history | 142.58K | $2.02M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 136.43K | $1.93M | 0.00% | Reduce |
| Deutsche Bank AG history | 133.40K | $1.89M | 0.00% | Add |
| Manulife Financial history | 118.85K | $1.68M | 0.00% | Add |
| Invesco Ltd history | 81.20K | $1.15M | 0.00% | Reduce |
| Janus Henderson Group history | 65.50K | $928.46K | 0.00% | Add |
| Polen Capital Management history | 64.61K | $915.60K | 0.00% | Reduce |
| AQR Capital Management history | 55.78K | $790.40K | 0.00% | Add |
| Franklin Resources history | 15.99K | $226.54K | 0.00% | Reduce |
| PNC Financial Services history | 12.79K | $181.22K | 0.00% | Add |
| Amundi US history | 10.02K | $141.91K | 0.00% | New |
| JPMorgan Chase & Co history | 400 | $5.67K | 0.00% | Hold |
| T. Rowe Price Associates history | 134.47K | $1.91K | 0.00% | Add |
Q3 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.06M | $398.26M | 0.01% | Reduce |
| BlackRock Inc history | 9.99M | $359.79M | 0.01% | Add |
| Citadel Advisors history | 7.42M | $266.96M | 0.04% | Add |
| D. E. Shaw & Co history | 3.64M | $130.90M | 0.08% | Reduce |
| Geode Capital Management history | 2.98M | $107.46M | 0.01% | Add |
| Morgan Stanley history | 2.92M | $104.99M | 0.01% | Reduce |
| UBS Group AG history | 2.02M | $72.86M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.92M | $69.19M | 0.01% | Add |
| Bank of America Corp history | 1.47M | $52.77M | 0.00% | Reduce |
| Wells Fargo & Co history | 1.17M | $42.10M | 0.01% | Add |
| Northern Trust Corp history | 1.12M | $40.24M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.09M | $39.20M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 512.75K | $18.46M | 0.00% | Add |
| BNY Mellon history | 392.30K | $14.12M | 0.00% | Add |
| Citigroup Inc history | 378.67K | $13.63M | 0.01% | Add |
| Millennium Management history | 312.01K | $11.23M | 0.01% | Add |
| Legal & General Investment Management America history | 132.75K | $4.78M | 0.00% | Reduce |
| Two Sigma Investments history | 121.13K | $4.36M | 0.01% | Reduce |
| Manulife Financial history | 108.79K | $3.92M | 0.00% | Hold |
| Deutsche Bank AG history | 102.30K | $3.68M | 0.00% | Add |
| Invesco Ltd history | 87.22K | $3.14M | 0.00% | Reduce |
| Polen Capital Management history | 83.54K | $3.01M | 0.01% | Reduce |
| Janus Henderson Group history | 50.80K | $1.83M | 0.00% | Hold |
| AQR Capital Management history | 36.52K | $1.31M | 0.00% | Add |
| Balyasny Asset Management history | 33.97K | $1.22M | 0.00% | Reduce |
| Franklin Resources history | 33.81K | $1.22M | 0.00% | Add |
| Prudential Financial history | 28.39K | $1.02M | 0.00% | Add |
| Principal Global Investors history | 9.71K | $349.42K | 0.00% | Add |
| PNC Financial Services history | 8.39K | $301.97K | 0.00% | Add |
| JPMorgan Chase & Co history | 400 | $14.40K | 0.00% | Reduce |
| T. Rowe Price Associates history | 115.51K | $4.16K | 0.00% | Add |
Q2 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.91M | $471.03M | 0.01% | Add |
| BlackRock Inc history | 9.16M | $362.36M | 0.01% | Add |
| BlackRock Inc history | 9.16M | $362.36M | 0.01% | Add |
| D. E. Shaw & Co history | 6.63M | $262.32M | 0.20% | Add |
| UBS Group AG history | 4.64M | $183.48M | 0.03% | Add |
| Morgan Stanley history | 3.17M | $125.34M | 0.01% | Add |
| Morgan Stanley history | 3.17M | $125.34M | 0.01% | Add |
| Citadel Advisors history | 3.10M | $122.44M | 0.02% | Hold |
| Citadel Advisors history | 3.10M | $122.44M | 0.02% | Hold |
| Geode Capital Management history | 2.85M | $112.94M | 0.01% | Add |
| Bank of America Corp history | 2.33M | $92.30M | 0.01% | Add |
| Two Sigma Investments history | 1.46M | $57.71M | 0.11% | Add |
| Two Sigma Investments history | 1.46M | $57.71M | 0.11% | Add |
| Northern Trust Corp history | 1.09M | $43.10M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.01M | $40.03M | 0.01% | Add |
| Wells Fargo & Co history | 940.74K | $37.22M | 0.01% | Add |
| Goldman Sachs Group history | 485.55K | $19.21M | 0.00% | Add |
| Goldman Sachs Group history | 485.55K | $19.21M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 442.21K | $17.49M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 442.21K | $17.49M | 0.00% | Add |
| Moore Capital Management history | 362.90K | $14.36M | 0.18% | New |
| BNY Mellon history | 356.68K | $14.11M | 0.00% | Add |
| Marshall Wace history | 332.51K | $13.15M | 0.01% | New |
| Invesco Ltd history | 321.67K | $12.73M | 0.00% | Add |
| Millennium Management history | 249.20K | $9.86M | 0.01% | Add |
| Renaissance Technologies history | 226.40K | $8.96M | 0.01% | New |
| Renaissance Technologies history | 226.40K | $8.96M | 0.01% | New |
| Legal & General Investment Management America history | 135.16K | $5.35M | 0.00% | Add |
| Citigroup Inc history | 131.87K | $5.22M | 0.00% | Add |
| Manulife Financial history | 108.90K | $4.31M | 0.00% | Add |
| Deutsche Bank AG history | 90.63K | $3.59M | 0.00% | Add |
| Deutsche Bank AG history | 90.63K | $3.59M | 0.00% | Add |
| Polen Capital Management history | 85.43K | $3.38M | 0.01% | New |
| Balyasny Asset Management history | 70.73K | $2.80M | 0.00% | New |
| Janus Henderson Group history | 50.80K | $2.01M | 0.00% | Add |
| AQR Capital Management history | 28.20K | $1.12M | 0.00% | Reduce |
| Prudential Financial history | 27.39K | $1.08M | 0.00% | New |
| Franklin Resources history | 19.33K | $764.58K | 0.00% | Reduce |
| Principal Global Investors history | 9.02K | $356.75K | 0.00% | New |
| PNC Financial Services history | 6.72K | $265.69K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.10K | $43.52K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.10K | $43.52K | 0.00% | Reduce |
| T. Rowe Price Associates history | 102.84K | $4.07K | 0.00% | Add |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.94M | $126.60M | 0.00% | Add |
| BlackRock Inc history | 6.83M | $96.75M | 0.00% | Add |
| BlackRock Inc history | 6.83M | $96.75M | 0.00% | Add |
| D. E. Shaw & Co history | 4.05M | $57.33M | 0.06% | Add |
| UBS Group AG history | 3.17M | $44.86M | 0.01% | Add |
| Citadel Advisors history | 3.09M | $43.79M | 0.01% | Reduce |
| Citadel Advisors history | 3.09M | $43.79M | 0.01% | Reduce |
| Morgan Stanley history | 2.36M | $33.44M | 0.00% | Add |
| Morgan Stanley history | 2.36M | $33.44M | 0.00% | Add |
| Geode Capital Management history | 2.28M | $32.30M | 0.00% | Add |
| Bank of America Corp history | 1.29M | $18.26M | 0.00% | Add |
| Northern Trust Corp history | 857.73K | $12.15M | 0.00% | Add |
| Two Sigma Investments history | 851.37K | $12.06M | 0.03% | Add |
| Two Sigma Investments history | 851.37K | $12.06M | 0.03% | Add |
| Charles Schwab Investment Management history | 847.87K | $12.01M | 0.00% | Add |
| Wells Fargo & Co history | 817.44K | $11.57M | 0.00% | Reduce |
| Goldman Sachs Group history | 468.84K | $6.64M | 0.00% | Reduce |
| Goldman Sachs Group history | 468.84K | $6.64M | 0.00% | Reduce |
| Arrowstreet Capital history | 266.81K | $3.78M | 0.00% | Reduce |
| BNY Mellon history | 258.63K | $3.66M | 0.00% | Add |
| Legal & General Investment Management America history | 104.81K | $1.48M | 0.00% | Add |
| Manulife Financial history | 92.39K | $1.31M | 0.00% | Add |
| Millennium Management history | 91.21K | $1.29M | 0.00% | Reduce |
| Deutsche Bank AG history | 76.08K | $1.08M | 0.00% | Add |
| Deutsche Bank AG history | 76.08K | $1.08M | 0.00% | Add |
| Citigroup Inc history | 74.95K | $1.06M | 0.00% | Reduce |
| Invesco Ltd history | 73.92K | $1.05M | 0.00% | Add |
| Janus Henderson Group history | 45.60K | $681.95K | 0.00% | Add |
| AQR Capital Management history | 37.61K | $532.61K | 0.00% | Add |
| Franklin Resources history | 19.55K | $276.90K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 11.85K | $167.73K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11.85K | $167.73K | 0.00% | Reduce |
| PNC Financial Services history | 3.66K | $51.81K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.10K | $43.90K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.10K | $43.90K | 0.00% | Add |
| T. Rowe Price Associates history | 64.23K | $910 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 100 sh · $1.03K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 5.46M sh · $59.14M
- Janus Henderson Group sold 80.72K sh · $874.14K
- Soros Fund Management sold 70.36K sh · $762.70K
- Franklin Resources sold 21.35K sh · $231.47K
- Polen Capital Management sold 21.25K sh · $230.31K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 25.86M | 12.85M | 10.79M | 9.99M | 9.16M | 6.83M | 6.32M | 5.71M | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 11.66M | 3.74M | 2.95M | 121.13K | 1.46M | 851.37K | 487.04K | 132.79K | 132.79K | 120.37K | 303.03K | — | — | — | — | — | — |
| Morgan Stanley | 9.14M | 7.05M | 5.28M | 2.92M | 3.17M | 2.36M | 1.06M | 550.80K | 522.54K | 572.57K | 315.33K | 684.54K | 602.73K | 154.08K | 115.70K | 71.93K | 25.07K |
| Geode Capital Management | 6.83M | 3.73M | 3.22M | 2.98M | 2.85M | 2.28M | 1.97M | 1.83M | 1.51M | 1.11M | 1.08M | 996.86K | 865.61K | 514.44K | 436.73K | 418.33K | 260.01K |
| Goldman Sachs Group | 3.83M | 3.32M | 1.01M | 1.92M | 485.55K | 468.84K | 1.63M | 902.02K | 224.26K | 65.94K | 76.74K | 168.41K | 189.70K | 129.53K | 85.45K | 85.04K | 59.06K |
| Marshall Wace | 3.05M | 4.31M | 453.59K | — | 332.51K | — | — | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 2.96M | 810.79K | 2.61M | 3.64M | 6.63M | 4.05M | 3.15M | 530.20K | 310.39K | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 2.60M | 1.34M | 1.11M | 1.12M | 1.09M | 857.73K | 801.19K | 666.01K | 468.37K | 449.90K | 451.75K | 452.89K | 437.96K | 239.85K | 236.13K | 231.20K | 143.70K |
| Charles Schwab Investment Management | 2.07M | 1.27M | 1.20M | 1.09M | 1.01M | 847.87K | 735.38K | 677.25K | 216.76K | 145.19K | 145.19K | 145.19K | 140.82K | 79.16K | 78.05K | 76.82K | 45.53K |
| Citigroup Inc | 1.65M | 930.47K | 272.52K | 378.67K | 131.87K | 74.95K | 80.13K | 57.77K | 22.28K | 20.72K | 7.80K | 1.53K | 16.58K | 456 | 682 | 524 | 1.16K |
| Bank of America Corp | 1.20M | 2.06M | 1.55M | 1.47M | 2.33M | 1.29M | 367.39K | 262.60K | 132.49K | 40.08K | 110.50K | 62.25K | 66.82K | 95.10K | 89.81K | 15.42K | 17.59K |
| Citadel Advisors | 1.17M | 7.61M | 9.87M | 7.42M | 3.10M | 3.09M | 3.17M | 1.23M | 890.20K | 931.90K | 735.70K | 944.37K | 473.80K | 440.30K | 281.00K | 306.30K | 83.90K |
| BNY Mellon | 1.00M | 482.52K | 395.87K | 392.30K | 356.68K | 258.63K | 245.75K | 207.51K | 278.51K | 141.13K | 143.89K | 148.64K | 145.79K | 88.70K | 88.16K | 87.86K | 54.83K |
| Wells Fargo & Co | 982.20K | 704.82K | 938.82K | 1.17M | 940.74K | 817.44K | 939.29K | 675.67K | 448.39K | 401.09K | 396.43K | 415.39K | 501.98K | 603.00K | 528.56K | 385.05K | 718 |
| Millennium Management | 970.99K | 1.48M | 578.24K | 312.01K | 249.20K | 91.21K | 931.07K | 1.05M | 1.07M | 441.33K | 440.26K | 161.98K | 312.08K | 195.92K | — | 30.97K | — |
| Deutsche Bank AG | 359.55K | 145.75K | 133.40K | 102.30K | 90.63K | 76.08K | 75.40K | 50.27K | 33.38K | 26.66K | 27.56K | 29.55K | 25.42K | 19.31K | 13.34K | 13.13K | 8.11K |
| UBS Group AG | 274.56K | 2.77M | 3.02M | 2.02M | 4.64M | 3.17M | 2.08M | 175.09K | 203.04K | 60.53K | 6.04K | 87.08K | 66.09K | 32.17K | 17.32K | 10.90K | 5.04K |
| Manulife Financial | 231.64K | 148.43K | 118.85K | 108.79K | 108.90K | 92.39K | 34.01K | 28.86K | 29.55K | 21.45K | 21.98K | 21.98K | 21.90K | 12.38K | 12.38K | — | — |
| Balyasny Asset Management | 226.87K | 609.40K | 425.11K | 33.97K | 70.73K | — | 11.16K | — | — | 114.12K | — | — | — | — | 10.06K | 208.82K | — |
| Legal & General Investment Management America | 221.87K | 138.03K | 142.58K | 132.75K | 135.16K | 104.81K | 92.89K | 80.06K | 13.69K | 5.82K | 30.90K | 31.45K | 31.73K | 19.05K | 7.57K | 2.94K | 1.47K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details