Advisornet Financial’s Fidus Investment FDUS Stock Holding History

Advisornet Financial’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	$25.4K	Buy	1,331 +501	+60%	+$9.3K	﹤0.01%	1319
2026 Q1	$14.5K	Sell	830 -600	-42%	-$11.2K	﹤0.01%	1422
2025 Q4	$27.6K	Buy	1,430 +201	+16%	+$4K	﹤0.01%	1238
2025 Q3	$24.9K	Sell	1,229 -499	-29%	-$10.5K	﹤0.01%	1229
2025 Q2	$34.9K	Buy	1,728 +1,000	+137%	+$19.5K	﹤0.01%	1108
2025 Q1	$14.8K	Buy	728 +701	+2,596%	+$15.4K	﹤0.01%	1298
2024 Q4	$572	Hold	27	–	–	﹤0.01%	1748
2024 Q3	$523	Buy	27 +1	+4%	+$20	﹤0.01%	2024
2024 Q2	$508	Hold	26	–	–	﹤0.01%	1938
2024 Q1	$504	Buy	+26	New	+$508	﹤0.01%	1879

Other funds holding FDUS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisornet Financial's FDUS Position: Q2 2026 in Review

Advisornet Financial increased its Fidus Investment (FDUS) stake by 60% in Q2 2026, buying an estimated $9.3K and bringing the position to 1,331 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Advisornet Financial first reported a position in FDUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.9K in Q2 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Advisornet Financial held 1,331 shares of Fidus Investment worth $25.4K as of Q2 2026.
Advisornet Financial bought 501 Fidus Investment shares in Q2 2026, an estimated $9.3K.
Fidus Investment made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1319 holding.
Advisornet Financial first reported a position in Fidus Investment in Q1 2024 and has held it in 10 quarters since.
Advisornet Financial's Fidus Investment position peaked at $34.9K in Q2 2025.
133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.