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Laurel Wealth Advisors (North Carolina)’s Fidus Investment FDUS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,572
Closed -$30.3K – 348
2025
Q4 		$30.3K Buy
+1,572
New +$31.3K ﹤0.01% 388
2025
Q2 		– Sell
-413
Closed -$8.42K – 351
2025
Q1 		$8.42K Hold
413
– – ﹤0.01% 489
2024
Q4 		$8.68K Hold
413
– – ﹤0.01% 501
2024
Q3 		$8.1K Hold
413
– – ﹤0.01% 475
2024
Q2 		$8.05K Hold
413
– – ﹤0.01% 445
2024
Q1 		$8.15K Hold
413
– – ﹤0.01% 452
2023
Q4 		$8.13K Hold
413
– – ﹤0.01% 415
2023
Q3 		$7.93K Hold
413
– – ﹤0.01% 422
2023
Q2 		$8.1K Hold
413
– – ﹤0.01% 421
2023
Q1 		$7.88K Hold
413
– – ﹤0.01% 422
2022
Q4 		$7.86K Hold
413
– – ﹤0.01% 398
2022
Q3 		$7K Hold
413
– – ﹤0.01% 400
2022
Q2 		$7K Hold
413
– – ﹤0.01% 408
2022
Q1 		$8K Hold
413
– – ﹤0.01% 420
2021
Q4 		$7K Hold
413
– – ﹤0.01% 444
2021
Q3 		$7K Hold
413
– – ﹤0.01% 434
2021
Q2 		$7K Hold
413
– – ﹤0.01% 498
2021
Q1 		$6K Hold
413
– – ﹤0.01% 464
2020
Q4 		$5K Hold
413
– – ﹤0.01% 470
2020
Q3 		$4K Hold
413
– – ﹤0.01% 437
2020
Q2 		$4K Sell
413
-2,730
-87% -$23.7K ﹤0.01% 432
2020
Q1 		$21K Buy
3,143
+413
+15% +$5.33K 0.01% 288
2019
Q4 		$41K Hold
2,730
– – 0.01% 258
2019
Q3 		$40K Hold
2,730
– – 0.01% 255
2019
Q2 		$44K Hold
2,730
– – 0.02% 242
2019
Q1 		$42K Hold
2,730
– – 0.02% 240
2018
Q4 		$32K Buy
+2,730
New +$37.2K 0.01% 254

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FDUS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 1,572 shares — an estimated $30.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FDUS in Q4 2018 and held it in 27 quarters. The position peaked at $44K in Q2 2019. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,572 Fidus Investment shares in Q1 2026, an estimated $30.3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fidus Investment in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fidus Investment position peaked at $44K in Q2 2019.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.