Creative Planning’s Fidus Investment FDUS Stock Holding History

Creative Planning’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	$1.37M	Buy	71,859 +40,780	+131%	+$757K	﹤0.01%	2387
2026 Q1	$541K	Buy	31,079 +2,363	+8%	+$44.1K	﹤0.01%	2979
2025 Q4	$554K	Buy	28,716 +672	+2%	+$13.4K	﹤0.01%	2749
2025 Q3	$568K	Buy	+28,044	New	+$591K	﹤0.01%	2599
2017 Q3	–	Sell	-400	Closed	-$7K	–	2487
2017 Q2	$7K	Hold	400	–	–	﹤0.01%	3816
2017 Q1	$7K	Hold	400	–	–	﹤0.01%	3786
2016 Q4	$6K	Buy	400 +200	+100%	+$3.18K	﹤0.01%	3844
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	4091
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	3872
2016 Q1	$3K	Buy	+200	New	+$2.76K	﹤0.01%	3796
2014 Q4	–	Sell	-4,681	Closed	-$77K	–	4212
2014 Q3	$77K	Buy	4,681 +950	+25%	+$17.5K	﹤0.01%	1643
2014 Q2	$77K	Hold	3,731	–	–	﹤0.01%	1599
2014 Q1	$72K	Hold	3,731	–	–	﹤0.01%	1587
2013 Q4	$81K	Buy	+3,731	New	+$76.1K	﹤0.01%	1318
2013 Q3	–	Sell	-700	Closed	-$13K	–	3251
2013 Q2	$13K	Buy	+700	New	+$12.9K	﹤0.01%	2148

Other funds holding FDUS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Creative Planning's FDUS Position: Q2 2026 in Review

Creative Planning increased its Fidus Investment (FDUS) stake by 131% in Q2 2026, buying an estimated $757K and bringing the position to 71,859 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Creative Planning first reported a position in FDUS in Q2 2013 and has held it in 15 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Creative Planning held 71,859 shares of Fidus Investment worth $1.37M as of Q2 2026.
Creative Planning bought 40,780 Fidus Investment shares in Q2 2026, an estimated $757K.
Fidus Investment made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2387 holding.
Creative Planning first reported a position in Fidus Investment in Q2 2013 and has held it in 15 quarters since.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.