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Closed-End Fund Advisors’s Fidus Investment FDUS Stock Holding History

Closed-End Fund 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 		– Sell
-38,831
Closed -$749K – 170
2025
Q4 		$749K Buy
+38,831
New +$772K 0.44% 64

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

Closed-End Fund Advisors's FDUS Position: Q1 2026 in Review

Closed-End Fund Advisors sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 38,831 shares — an estimated $749K sold.

Closed-End Fund Advisors first reported a position in FDUS in Q4 2025 and held it in 1 quarter. The position peaked at $749K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Closed-End Fund Advisors reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Closed-End Fund Advisors sold 38,831 Fidus Investment shares in Q1 2026, an estimated $749K.
  • Closed-End Fund Advisors first reported a position in Fidus Investment in Q4 2025 and held it in 1 quarter.
  • Closed-End Fund Advisors's Fidus Investment position peaked at $749K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Closed-End Fund Advisors's 13F filing for Q1 2026, filed 11 May 2026.