HighTower Advisors
FDUS icon

HighTower Advisors’s Fidus Investment FDUS Stock Holding History

HighTower Advisors’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 		$1.61M Sell
92,582
-633
-0.7% -$11.8K ﹤0.01% 1843
2025
Q4 		$1.8M Buy
93,215
+187
+0.2% +$3.72K ﹤0.01% 1730
2025
Q3 		$1.88M Buy
93,028
+2,163
+2% +$45.6K ﹤0.01% 1670
2025
Q2 		$1.84M Buy
90,865
+197
+0.2% +$3.85K ﹤0.01% 1612
2025
Q1 		$1.85M Buy
90,668
+2,683
+3% +$58.8K ﹤0.01% 1568
2024
Q4 		$1.85M Buy
87,985
+54,722
+165% +$1.11M ﹤0.01% 1563
2024
Q3 		$652K Hold
33,263
– – ﹤0.01% 2201
2024
Q2 		$648K Buy
33,263
+433
+1% +$8.6K ﹤0.01% 2133
2024
Q1 		$648K Buy
32,830
+2,292
+8% +$44.8K ﹤0.01% 2091
2023
Q4 		$601K Buy
30,538
+1,500
+5% +$28.6K ﹤0.01% 2187
2023
Q3 		$557K Buy
29,038
+6
+0% +$118 ﹤0.01% 2162
2023
Q2 		$569K Buy
+29,032
New +$551K ﹤0.01% 2112
2015
Q4 		– Sell
-10,000
Closed -$138K – 2073
2015
Q3 		$138K Hold
10,000
– – ﹤0.01% 1702
2015
Q2 		$149K Hold
10,000
– – ﹤0.01% 1393
2015
Q1 		$154K Sell
10,000
-284
-3% -$4.5K ﹤0.01% 1464
2014
Q4 		$153K Hold
10,284
– – ﹤0.01% 1430
2014
Q3 		$170K Buy
10,284
+284
+3% +$5.24K ﹤0.01% 1372
2014
Q2 		$205K Hold
10,000
– – ﹤0.01% 1394
2014
Q1 		$193K Hold
10,000
– – ﹤0.01% 1325
2013
Q4 		$217K Hold
10,000
– – ﹤0.01% 1270
2013
Q3 		$194K Hold
10,000
– – ﹤0.01% 1168
2013
Q2 		$187K Buy
+10,000
New +$185K 0.01% 1137

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

HighTower Advisors's FDUS Position: Q1 2026 in Review

HighTower Advisors reduced its Fidus Investment (FDUS) stake by 0.68% in Q1 2026, selling an estimated $11.8K and leaving 92,582 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

HighTower Advisors first reported a position in FDUS in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.88M in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • HighTower Advisors held 92,582 shares of Fidus Investment worth $1.61M as of Q1 2026.
  • HighTower Advisors sold 633 Fidus Investment shares in Q1 2026, an estimated $11.8K.
  • Fidus Investment made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1843 holding.
  • HighTower Advisors first reported a position in Fidus Investment in Q2 2013 and has held it in 22 quarters since.
  • HighTower Advisors's Fidus Investment position peaked at $1.88M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.