Koss-Olinger Consulting’s Fidus Investment FDUS Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-15,153	Closed	-$292K	–	272
2025 Q4	$292K	Sell	15,153 -1,000	-6%	-$19.9K	0.02%	230
2025 Q3	$326K	Hold	16,153	–	–	0.03%	254
2025 Q2	$326K	Buy	+16,153	New	+$315K	0.03%	255
2024 Q4	–	Sell	-17,205	Closed	-$337K	–	221
2024 Q3	$337K	Hold	17,205	–	–	0.03%	212
2024 Q2	$335K	Buy	+17,205	New	+$342K	0.03%	198
2024 Q1	–	Sell	-11,878	Closed	-$234K	–	131
2023 Q4	$234K	Buy	+11,878	New	+$227K	0.02%	274
2021 Q4	–	Sell	-13,910	Closed	-$243K	–	233
2021 Q3	$243K	Hold	13,910	–	–	0.04%	196
2021 Q2	$236K	Hold	13,910	–	–	0.04%	208
2021 Q1	$216K	Buy	+13,910	New	+$198K	0.04%	206

Other funds holding FDUS

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Koss-Olinger Consulting's FDUS Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 15,153 shares — an estimated $292K sold.

Koss-Olinger Consulting first reported a position in FDUS in Q1 2021 and held it in 9 quarters. The position peaked at $337K in Q3 2024. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

Koss-Olinger Consulting reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 15,153 Fidus Investment shares in Q1 2026, an estimated $292K.
Koss-Olinger Consulting first reported a position in Fidus Investment in Q1 2021 and held it in 9 quarters.
Koss-Olinger Consulting's Fidus Investment position peaked at $337K in Q3 2024.
142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.