1 North Wealth Services’s Fidus Investment FDUS Stock Holding History

1 North Wealth Services’s Portfolio FDUS Stock Details FDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5K	Hold	600	–	–	﹤0.01%	158
2025 Q4	$11.6K	Hold	600	–	–	﹤0.01%	156
2025 Q3	$12.2K	Hold	600	–	–	0.01%	143
2025 Q2	$12.1K	Hold	600	–	–	﹤0.01%	139
2025 Q1	$12.2K	Buy	+600	New	+$13.2K	0.01%	138

Other funds holding FDUS

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

1 North Wealth Services's FDUS Position: Q1 2026 in Review

1 North Wealth Services held its Fidus Investment (FDUS) position steady in Q1 2026 at 600 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

1 North Wealth Services first reported a position in FDUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q1 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

1 North Wealth Services held 600 shares of Fidus Investment worth $10.5K as of Q1 2026.
1 North Wealth Services left its Fidus Investment share count unchanged in Q1 2026.
Fidus Investment made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #158 holding.
1 North Wealth Services first reported a position in Fidus Investment in Q1 2025 and has held it in 5 quarters since.
1 North Wealth Services's Fidus Investment position peaked at $12.2K in Q1 2025.
142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.