Carson Wealth (CWM LLC)
FDUS icon

Carson Wealth (CWM LLC)’s Fidus Investment FDUS Stock Holding History

Carson Wealth (CWM LLC)’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 		$253K Buy
14,520
+7,826
+117% +$146K ﹤0.01% 2527
2025
Q4 		$129K Buy
6,694
+2,571
+62% +$51.1K ﹤0.01% 2881
2025
Q3 		$84K Buy
4,123
+3,374
+450% +$71.2K ﹤0.01% 3114
2025
Q2 		$15K Buy
749
+705
+1,602% +$13.8K ﹤0.01% 4079
2025
Q1 		$1K Buy
+44
New +$965 ﹤0.01% 4898
2024
Q4 		– Sell
-2
Closed – – 4979
2024
Q3 		$0 Buy
2
+1
+100% +$20 ﹤0.01% 4912
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4689
2024
Q1 		$0 Hold
1
– – ﹤0.01% 4449
2023
Q4 		$0 Sell
1
-1
-50% -$19 ﹤0.01% 4250
2023
Q3 		$0 Hold
2
– – ﹤0.01% 4279
2023
Q2 		$0 Sell
2
-611
-100% -$11.6K ﹤0.01% 4253
2023
Q1 		$12K Sell
613
-915
-60% -$18.3K ﹤0.01% 2848
2022
Q4 		$29K Buy
1,528
+94
+7% +$1.79K ﹤0.01% 2105
2022
Q3 		$25K Buy
+1,434
New +$27.2K ﹤0.01% 2082

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDUS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidus Investment (FDUS) stake by 117% in Q1 2026, buying an estimated $146K and bringing the position to 14,520 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Carson Wealth (CWM LLC) first reported a position in FDUS in Q3 2022 and has held it in 14 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,520 shares of Fidus Investment worth $253K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,826 Fidus Investment shares in Q1 2026, an estimated $146K.
  • Fidus Investment made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2527 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidus Investment in Q3 2022 and has held it in 14 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.