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Cornerstone Wealth Management’s Fidus Investment FDUS Stock Holding History

Cornerstone 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
2026
Q1 		$485K Sell
27,826
-2,299
-8% -$42.9K 0.02% 456
2025
Q4 		$581K Buy
30,125
+2,333
+8% +$46.4K 0.03% 392
2025
Q3 		$563K Buy
27,792
+619
+2% +$13.1K 0.03% 392
2025
Q2 		$549K Buy
27,173
+1,965
+8% +$38.4K 0.03% 374
2025
Q1 		$514K Buy
25,208
+3,782
+18% +$82.9K 0.03% 358
2024
Q4 		$450K Buy
21,426
+1,989
+10% +$40.3K 0.03% 378
2024
Q3 		$381K Buy
19,437
+1,838
+10% +$36.1K 0.03% 407
2024
Q2 		$343K Buy
17,599
+1,662
+10% +$33K 0.03% 409
2024
Q1 		$315K Buy
15,937
+4,686
+42% +$91.6K 0.03% 424
2023
Q4 		$222K Buy
+11,251
New +$215K 0.02% 482

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

Cornerstone Wealth Management's FDUS Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its Fidus Investment (FDUS) stake by 7.6% in Q1 2026, selling an estimated $42.9K and leaving 27,826 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #456.

Cornerstone Wealth Management first reported a position in FDUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $581K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Cornerstone Wealth Management held 27,826 shares of Fidus Investment worth $485K as of Q1 2026.
  • Cornerstone Wealth Management sold 2,299 Fidus Investment shares in Q1 2026, an estimated $42.9K.
  • Fidus Investment made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #456 holding.
  • Cornerstone Wealth Management first reported a position in Fidus Investment in Q4 2023 and has held it in 10 quarters since.
  • Cornerstone Wealth Management's Fidus Investment position peaked at $581K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.