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Atticus Wealth Management’s Fidus Investment FDUS Stock Holding History

Atticus 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
2025
Q3 		– Sell
-3,816
Closed -$77.1K – 344
2025
Q2 		$77.1K Buy
+3,816
New +$74.5K 0.02% 272

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Atticus Wealth Management's FDUS Position: Q3 2025 in Review

Atticus Wealth Management sold out of Fidus Investment (FDUS) in Q3 2025, closing a stake of 3,816 shares — an estimated $77.1K sold.

Atticus Wealth Management first reported a position in FDUS in Q2 2025 and held it in 1 quarter. The position peaked at $77.1K in Q2 2025. 130 funds tracked by Wall St. Rank hold FDUS as of Q3 2025.

  • Atticus Wealth Management reported no remaining Fidus Investment position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 3,816 Fidus Investment shares in Q3 2025, an estimated $77.1K.
  • Atticus Wealth Management first reported a position in Fidus Investment in Q2 2025 and held it in 1 quarter.
  • Atticus Wealth Management's Fidus Investment position peaked at $77.1K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.