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
Q2 		$1.72M Sell
90,103
-2,479
-3% -$46K ﹤0.01% 1867
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

HighTower Advisors's FDUS Position: Q2 2026 in Review

HighTower Advisors reduced its Fidus Investment (FDUS) stake by 2.7% in Q2 2026, selling an estimated $46K and leaving 90,103 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

HighTower Advisors first reported a position in FDUS in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.88M in Q3 2025. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • HighTower Advisors held 90,103 shares of Fidus Investment worth $1.72M as of Q2 2026.
  • HighTower Advisors sold 2,479 Fidus Investment shares in Q2 2026, an estimated $46K.
  • Fidus Investment made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1867 holding.
  • HighTower Advisors first reported a position in Fidus Investment in Q2 2013 and has held it in 23 quarters since.
  • HighTower Advisors's Fidus Investment position peaked at $1.88M in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.