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Apollon Wealth Management’s Fidus Investment FDUS Stock Holding History

Apollon Wealth Management’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 		$515K Buy
27,011
+6,134
+29% +$114K 0.01% 1003
2026
Q1 		$364K Buy
20,877
+2,481
+13% +$46.3K 0.01% 1013
2025
Q4 		$355K Buy
18,396
+544
+3% +$10.8K 0.01% 987
2025
Q3 		$362K Buy
+17,852
New +$377K 0.01% 969
2023
Q1 		– Sell
-14,815
Closed -$282K – 888
2022
Q4 		$282K Buy
14,815
+1,792
+14% +$34.1K 0.02% 679
2022
Q3 		$224K Buy
+13,023
New +$247K 0.02% 693

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

Apollon Wealth Management's FDUS Position: Q2 2026 in Review

Apollon Wealth Management increased its Fidus Investment (FDUS) stake by 29% in Q2 2026, buying an estimated $114K and bringing the position to 27,011 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #1003.

Apollon Wealth Management first reported a position in FDUS in Q3 2022 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Apollon Wealth Management held 27,011 shares of Fidus Investment worth $515K as of Q2 2026.
  • Apollon Wealth Management bought 6,134 Fidus Investment shares in Q2 2026, an estimated $114K.
  • Fidus Investment made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1003 holding.
  • Apollon Wealth Management first reported a position in Fidus Investment in Q3 2022 and has held it in 6 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.