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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
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

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

Clearstead Advisors's FDUS Position: Q1 2026 in Review

Clearstead Advisors increased its Fidus Investment (FDUS) stake by 71% in Q1 2026, buying an estimated $218K and bringing the position to 28,085 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Clearstead Advisors first reported a position in FDUS in Q2 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Clearstead Advisors held 28,085 shares of Fidus Investment worth $489K as of Q1 2026.
  • Clearstead Advisors bought 11,653 Fidus Investment shares in Q1 2026, an estimated $218K.
  • Fidus Investment made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #717 holding.
  • Clearstead Advisors first reported a position in Fidus Investment in Q2 2024 and has held it in 8 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.