Fidelity Investments’s Fidus Investment FDUS Stock Holding History

Fidelity Investments’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	$3.11K	Buy	163 +110	+208%	+$2.04K	﹤0.01%	5099
2026 Q1	$923	Buy	+53	New	+$990	﹤0.01%	5106
2024 Q2	–	Sell	-31	Closed	-$612	–	5454
2024 Q1	$612	Buy	+31	New	+$606	﹤0.01%	4831
2023 Q2	–	Sell	-1	Closed	-$19	–	5444
2023 Q1	$19	Hold	1	–	–	﹤0.01%	5120
2022 Q4	$19	Buy	+1	New	+$19	﹤0.01%	5140
2022 Q2	–	Sell	-1	Closed	–	–	5091
2022 Q1	$0	Hold	1	–	–	﹤0.01%	5134
2021 Q4	$0	Buy	+1	New	+$18	﹤0.01%	4531
2020 Q2	–	Sell	-3	Closed	–	–	3760
2020 Q1	$0	Buy	3 +2	+200%	+$26	﹤0.01%	3808
2019 Q4	$0	Buy	+1	New	+$15	﹤0.01%	3922

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

Fidelity Investments's FDUS Position: Q2 2026 in Review

Fidelity Investments increased its Fidus Investment (FDUS) stake by 208% in Q2 2026, buying an estimated $2.04K and bringing the position to 163 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #5099.

Fidelity Investments first reported a position in FDUS in Q4 2019 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Fidelity Investments held 163 shares of Fidus Investment worth $3.11K as of Q2 2026.
Fidelity Investments bought 110 Fidus Investment shares in Q2 2026, an estimated $2.04K.
Fidus Investment made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5099 holding.
Fidelity Investments first reported a position in Fidus Investment in Q4 2019 and has held it in 9 quarters since.
133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.