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 Q3	$674	Sell	35 -128	-79%	-$2.52K	﹤0.01%	5362
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	-$20	–	5439
2022 Q1	$20	Hold	1	–	–	﹤0.01%	5271
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

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

Fidelity Investments's FDUS Position: Q3 2026 in Review

Fidelity Investments reduced its Fidus Investment (FDUS) stake by 79% in Q3 2026, selling an estimated $2.52K and leaving 35 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #5362.

Fidelity Investments first reported a position in FDUS in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.11K in Q2 2026. 72 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

Fidelity Investments held 35 shares of Fidus Investment worth $674 as of Q3 2026.
Fidelity Investments sold 128 Fidus Investment shares in Q3 2026, an estimated $2.52K.
Fidus Investment made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #5362 holding.
Fidelity Investments first reported a position in Fidus Investment in Q4 2019 and has held it in 10 quarters since.
Fidelity Investments's Fidus Investment position peaked at $3.11K in Q2 2026.
72 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.