Fidelity Investments
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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
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

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

Fidelity Investments's FDUS Position: Q1 2026 in Review

Fidelity Investments opened a new position in Fidus Investment (FDUS) in Q1 2026: 53 shares worth $923. The stake represents ﹤0.01% of the portfolio and ranks #5106 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in FDUS as recently as Q1 2024.

Fidelity Investments first reported a position in FDUS in Q4 2019 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Fidelity Investments held 53 shares of Fidus Investment worth $923 as of Q1 2026.
  • Fidus Investment was a new Fidelity Investments position in Q1 2026.
  • Fidus Investment made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5106 holding.
  • Fidelity Investments first reported a position in Fidus Investment in Q4 2019 and has held it in 8 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.