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Clearstead Advisors’s Fidus Investment FDUS Stock Holding History

Clearstead Advisors’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 		$539K Buy
28,240
+155
+0.6% +$2.88K 0.01% 735
2026
Q1 		$489K Buy
28,085
+11,653
+71% +$218K ﹤0.01% 717
2025
Q4 		$317K Hold
16,432
– – ﹤0.01% 796
2025
Q3 		$333K Sell
16,432
-4,229
-20% -$89.2K ﹤0.01% 754
2025
Q2 		$417K Buy
20,661
+90
+0.4% +$1.76K 0.01% 658
2025
Q1 		$419K Buy
20,571
+84
+0.4% +$1.84K 0.01% 626
2024
Q4 		$431K Buy
20,487
+81
+0.4% +$1.64K 0.01% 619
2024
Q3 		$400K Buy
20,406
+86
+0.4% +$1.69K 0.01% 627
2024
Q2 		$396K Buy
+20,320
New +$404K 0.01% 595

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

Clearstead Advisors's FDUS Position: Q2 2026 in Review

Clearstead Advisors increased its Fidus Investment (FDUS) stake by 0.55% in Q2 2026, buying an estimated $2.88K and bringing the position to 28,240 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #735.

Clearstead Advisors first reported a position in FDUS in Q2 2024 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Clearstead Advisors held 28,240 shares of Fidus Investment worth $539K as of Q2 2026.
  • Clearstead Advisors bought 155 Fidus Investment shares in Q2 2026, an estimated $2.88K.
  • Fidus Investment made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #735 holding.
  • Clearstead Advisors first reported a position in Fidus Investment in Q2 2024 and has held it in 9 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.