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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
Q2 		$11.4K Hold
600
– – ﹤0.01% 176
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

1 North Wealth Services's FDUS Position: Q2 2026 in Review

1 North Wealth Services held its Fidus Investment (FDUS) position steady in Q2 2026 at 600 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

1 North Wealth Services first reported a position in FDUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.2K in Q1 2025. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • 1 North Wealth Services held 600 shares of Fidus Investment worth $11.4K as of Q2 2026.
  • 1 North Wealth Services left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #176 holding.
  • 1 North Wealth Services first reported a position in Fidus Investment in Q1 2025 and has held it in 6 quarters since.
  • 1 North Wealth Services's Fidus Investment position peaked at $12.2K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.