Cedar Wealth Management’s Fidus Investment FDUS Stock Holding History

Cedar 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 Q4	–	Sell	-992	Closed	-$20.1K	–	241
2025 Q3	$20.1K	Hold	992	–	–	0.01%	149
2025 Q2	$20K	Hold	992	–	–	0.01%	139
2025 Q1	$20.2K	Hold	992	–	–	0.01%	134
2024 Q4	$20.9K	Hold	992	–	–	0.01%	128
2024 Q3	$19.4K	Hold	992	–	–	0.01%	192
2024 Q2	$19.3K	Hold	992	–	–	0.01%	201
2024 Q1	$19.6K	Hold	992	–	–	0.01%	217
2023 Q4	$19.5K	Hold	992	–	–	0.01%	197
2023 Q3	$19K	Hold	992	–	–	0.01%	202
2023 Q2	$19.4K	Hold	992	–	–	0.01%	211
2023 Q1	$18.9K	Hold	992	–	–	0.01%	203
2022 Q4	$18.9K	Hold	992	–	–	0.01%	197
2022 Q3	$17K	Sell	992 -750	-43%	-$14.2K	0.01%	226
2022 Q2	$30K	Hold	1,742	–	–	0.01%	199
2022 Q1	$35K	Hold	1,742	–	–	0.01%	208
2021 Q4	$31K	Buy	+1,742	New	+$30.9K	0.01%	215

Other funds holding FDUS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cedar Wealth Management's FDUS Position: Q4 2025 in Review

Cedar Wealth Management sold out of Fidus Investment (FDUS) in Q4 2025, closing a stake of 992 shares — an estimated $20.1K sold.

Cedar Wealth Management first reported a position in FDUS in Q4 2021 and held it in 16 quarters. The position peaked at $35K in Q1 2022. 149 funds tracked by Wall St. Rank hold FDUS as of Q4 2025.

Cedar Wealth Management reported no remaining Fidus Investment position as of Q4 2025 after selling out during the quarter.
Cedar Wealth Management sold 992 Fidus Investment shares in Q4 2025, an estimated $20.1K.
Cedar Wealth Management first reported a position in Fidus Investment in Q4 2021 and held it in 16 quarters.
Cedar Wealth Management's Fidus Investment position peaked at $35K in Q1 2022.
149 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2025.

Based on Cedar Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.