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 Q3	$576K	Buy	29,878 +16	+0.1%	+$315	0.02%	448
2026 Q2	$569K	Buy	29,862 +2,036	+7%	+$37.8K	0.02%	458
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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cornerstone Wealth Management's FDUS Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Fidus Investment (FDUS) stake by 0.05% in Q3 2026, buying an estimated $315 and bringing the position to 29,878 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #448.

Cornerstone Wealth Management first reported a position in FDUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $581K in Q4 2025. 72 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

Cornerstone Wealth Management held 29,878 shares of Fidus Investment worth $576K as of Q3 2026.
Cornerstone Wealth Management bought 16 Fidus Investment shares in Q3 2026, an estimated $315.
Fidus Investment made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #448 holding.
Cornerstone Wealth Management first reported a position in Fidus Investment in Q4 2023 and has held it in 12 quarters since.
Cornerstone Wealth Management's Fidus Investment position peaked at $581K in Q4 2025.
72 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.