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Legacy Capital Wealth Partners’s Fidus Investment FDUS Stock Holding History

Legacy Capital Wealth Partners’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 		$1.39M Buy
79,654
+6,733
+9% +$126K 0.29% 70
2025
Q4 		$1.41M Buy
72,921
+7,472
+11% +$149K 0.3% 63
2025
Q3 		$1.33M Sell
65,449
-588
-0.9% -$12.4K 0.29% 65
2025
Q2 		$1.33M Sell
66,037
-1,822
-3% -$35.6K 0.3% 65
2025
Q1 		$1.38M Sell
67,859
-3,038
-4% -$66.6K 0.34% 55
2024
Q4 		$1.49M Sell
70,897
-3,822
-5% -$77.5K 0.37% 51
2024
Q3 		$1.46M Sell
74,719
-3,341
-4% -$65.7K 0.29% 68
2024
Q2 		$1.52M Buy
+78,060
New +$1.55M 0.39% 51
2024
Q1 		– Sell
-78,763
Closed -$1.55M – 181
2023
Q4 		$1.55M Buy
78,763
+7,493
+11% +$143K 0.44% 51
2023
Q3 		$1.37M Buy
+71,270
New +$1.4M 0.38% 53
2023
Q2 		– Sell
-65,743
Closed -$1.25M – 102
2023
Q1 		$1.25M Buy
65,743
+3,439
+6% +$68.6K 0.34% 56
2022
Q4 		$1.19M Buy
62,304
+7,759
+14% +$147K 0.57% 34
2022
Q3 		$937K Buy
54,545
+1,772
+3% +$33.6K 0.5% 37
2022
Q2 		$921K Sell
52,773
-156
-0.3% -$3.02K 0.46% 41
2022
Q1 		$1.07M Buy
+52,929
New +$989K 0.46% 43

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

Legacy Capital Wealth Partners's FDUS Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Fidus Investment (FDUS) stake by 9.2% in Q1 2026, buying an estimated $126K and bringing the position to 79,654 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #70.

Legacy Capital Wealth Partners first reported a position in FDUS in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2023. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Legacy Capital Wealth Partners held 79,654 shares of Fidus Investment worth $1.39M as of Q1 2026.
  • Legacy Capital Wealth Partners bought 6,733 Fidus Investment shares in Q1 2026, an estimated $126K.
  • Fidus Investment made up 0.29% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #70 holding.
  • Legacy Capital Wealth Partners first reported a position in Fidus Investment in Q1 2022 and has held it in 15 quarters since.
  • Legacy Capital Wealth Partners's Fidus Investment position peaked at $1.55M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.