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IHT Wealth Management’s Fidus Investment FDUS Stock Holding History

IHT Wealth Management’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 		$1.99M Buy
104,311
+21,456
+26% +$398K 0.04% 397
2026
Q1 		$1.44M Buy
82,855
+8,249
+11% +$154K 0.03% 466
2025
Q4 		$1.44M Buy
74,606
+2,925
+4% +$58.2K 0.04% 437
2025
Q3 		$1.45M Buy
71,681
+2,100
+3% +$44.3K 0.04% 421
2025
Q2 		$1.41M Buy
69,581
+6,397
+10% +$125K 0.04% 405
2025
Q1 		$1.29M Buy
63,184
+2,827
+5% +$62K 0.04% 406
2024
Q4 		$1.27M Buy
60,357
+5,436
+10% +$110K 0.04% 375
2024
Q3 		$1.08M Buy
54,921
+2,887
+6% +$56.8K 0.03% 480
2024
Q2 		$1.01M Buy
52,034
+4,997
+11% +$99.3K 0.04% 433
2024
Q1 		$929K Buy
47,037
+7,458
+19% +$146K 0.04% 447
2023
Q4 		$779K Buy
39,579
+2,216
+6% +$42.3K 0.03% 461
2023
Q3 		$717K Buy
37,363
+19,313
+107% +$380K 0.04% 443
2023
Q2 		$354K Buy
18,050
+1,569
+10% +$29.8K 0.02% 661
2023
Q1 		$314K Buy
16,481
+1,724
+12% +$34.4K 0.02% 684
2022
Q4 		$281K Buy
14,757
+3,484
+31% +$66.2K 0.02% 686
2022
Q3 		$194K Buy
+11,273
New +$214K 0.01% 783

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

IHT Wealth Management's FDUS Position: Q2 2026 in Review

IHT Wealth Management increased its Fidus Investment (FDUS) stake by 26% in Q2 2026, buying an estimated $398K and bringing the position to 104,311 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #397.

IHT Wealth Management first reported a position in FDUS in Q3 2022 and has held it in 16 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • IHT Wealth Management held 104,311 shares of Fidus Investment worth $1.99M as of Q2 2026.
  • IHT Wealth Management bought 21,456 Fidus Investment shares in Q2 2026, an estimated $398K.
  • Fidus Investment made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #397 holding.
  • IHT Wealth Management first reported a position in Fidus Investment in Q3 2022 and has held it in 16 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.