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Intentional Wealth Strategies’s Fidus Investment FDUS Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-260
Closed -$4.53K – 357
2026
Q1 		$4.53K Buy
+260
New +$4.86K ﹤0.01% 502

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

Intentional Wealth Strategies's FDUS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Fidus Investment (FDUS) in Q2 2026, closing a stake of 260 shares — an estimated $4.53K sold.

Intentional Wealth Strategies first reported a position in FDUS in Q1 2026 and held it in 1 quarter. The position peaked at $4.53K in Q1 2026. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Fidus Investment position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 260 Fidus Investment shares in Q2 2026, an estimated $4.53K.
  • Intentional Wealth Strategies first reported a position in Fidus Investment in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Fidus Investment position peaked at $4.53K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.