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Calton & Associates’s Fidus Investment FDUS Stock Holding History

Calton & Associates’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 		– Sell
-10,314
Closed -$180K – 434
2026
Q1 		$180K Buy
+10,314
New +$193K 0.03% 424
2020
Q1 		– Sell
-10,178
Closed -$151K – 328
2019
Q4 		$151K Sell
10,178
-3,202
-24% -$48.2K 0.03% 346
2019
Q3 		$198K Buy
+13,380
New +$206K 0.04% 319

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

Calton & Associates's FDUS Position: Q2 2026 in Review

Calton & Associates sold out of Fidus Investment (FDUS) in Q2 2026, closing a stake of 10,314 shares — an estimated $180K sold.

Calton & Associates first reported a position in FDUS in Q3 2019 and held it in 3 quarters. The position peaked at $198K in Q3 2019. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Calton & Associates reported no remaining Fidus Investment position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 10,314 Fidus Investment shares in Q2 2026, an estimated $180K.
  • Calton & Associates first reported a position in Fidus Investment in Q3 2019 and held it in 3 quarters.
  • Calton & Associates's Fidus Investment position peaked at $198K in Q3 2019.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.