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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
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

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

Cornerstone Wealth Management's FDUS Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Fidus Investment (FDUS) stake by 7.3% in Q2 2026, buying an estimated $37.8K and bringing the position to 29,862 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #458.

Cornerstone Wealth Management first reported a position in FDUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $581K in Q4 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Cornerstone Wealth Management held 29,862 shares of Fidus Investment worth $569K as of Q2 2026.
  • Cornerstone Wealth Management bought 2,036 Fidus Investment shares in Q2 2026, an estimated $37.8K.
  • Fidus Investment made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Cornerstone Wealth Management first reported a position in Fidus Investment in Q4 2023 and has held it in 11 quarters since.
  • Cornerstone Wealth Management's Fidus Investment position peaked at $581K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.