GRP
FDUS icon

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
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

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Global Retirement Partners's FDUS Position: Q4 2025 in Review

Global Retirement Partners reduced its Fidus Investment (FDUS) stake by 35% in Q4 2025, selling an estimated $146K and leaving 13,970 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Global Retirement Partners first reported a position in FDUS in Q2 2025 and has held it in 3 quarters since. The position peaked at $432K in Q3 2025. 149 funds tracked by Wall St. Rank hold FDUS as of Q4 2025.

  • Global Retirement Partners held 13,970 shares of Fidus Investment worth $270K as of Q4 2025.
  • Global Retirement Partners sold 7,367 Fidus Investment shares in Q4 2025, an estimated $146K.
  • Fidus Investment made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1297 holding.
  • Global Retirement Partners first reported a position in Fidus Investment in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Fidus Investment position peaked at $432K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.