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Global Retirement Partners’s Fidus Investment FDUS Stock Holding History

Global Retirement Partners’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 		$621K Buy
+32,589
New +$605K 0.01% 930
2025
Q4 		$270K Sell
13,970
-7,367
-35% -$146K ﹤0.01% 1297
2025
Q3 		$432K Buy
21,337
+20,549
+2,608% +$433K 0.01% 816
2025
Q2 		$15.9K Buy
+788
New +$15.4K ﹤0.01% 2397

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MC
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Legal & General Group
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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
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Global Retirement Partners's FDUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidus Investment (FDUS) in Q2 2026: 32,589 shares worth $621K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FDUS as recently as Q4 2025.

Global Retirement Partners first reported a position in FDUS in Q2 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Global Retirement Partners held 32,589 shares of Fidus Investment worth $621K as of Q2 2026.
  • Fidus Investment was a new Global Retirement Partners position in Q2 2026.
  • Fidus Investment made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #930 holding.
  • Global Retirement Partners first reported a position in Fidus Investment in Q2 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.