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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
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

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

IHT Wealth Management's FDUS Position: Q1 2026 in Review

IHT Wealth Management increased its Fidus Investment (FDUS) stake by 11% in Q1 2026, buying an estimated $154K and bringing the position to 82,855 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #466.

IHT Wealth Management first reported a position in FDUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • IHT Wealth Management held 82,855 shares of Fidus Investment worth $1.44M as of Q1 2026.
  • IHT Wealth Management bought 8,249 Fidus Investment shares in Q1 2026, an estimated $154K.
  • Fidus Investment made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #466 holding.
  • IHT Wealth Management first reported a position in Fidus Investment in Q3 2022 and has held it in 15 quarters since.
  • IHT Wealth Management's Fidus Investment position peaked at $1.45M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.