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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Calton & Associates's FDUS Position: Q1 2026 in Review

Calton & Associates opened a new position in Fidus Investment (FDUS) in Q1 2026: 10,314 shares worth $180K. The stake represents 0.03% of the portfolio and ranks #424 among its holdings. This is a return to the name: Calton & Associates previously reported a position in FDUS as recently as Q4 2019.

Calton & Associates first reported a position in FDUS in Q3 2019 and has held it in 3 quarters since. The position peaked at $198K in Q3 2019. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Calton & Associates held 10,314 shares of Fidus Investment worth $180K as of Q1 2026.
  • Fidus Investment was a new Calton & Associates position in Q1 2026.
  • Fidus Investment made up 0.03% of Calton & Associates's portfolio in Q1 2026, its #424 holding.
  • Calton & Associates first reported a position in Fidus Investment in Q3 2019 and has held it in 3 quarters since.
  • Calton & Associates's Fidus Investment position peaked at $198K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.