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MAI Capital Management’s Fidus Investment FDUS Stock Holding History

MAI Capital 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 		$72K Buy
4,132
+1,000
+32% +$18.7K ﹤0.01% 2012
2025
Q4 		$60.4K Hold
3,132
– – ﹤0.01% 1905
2025
Q3 		$63.5K Hold
3,132
– – ﹤0.01% 1799
2025
Q2 		$63.3K Hold
3,132
– – ﹤0.01% 1724
2025
Q1 		$63.9K Hold
3,132
– – ﹤0.01% 1619
2024
Q4 		$65.8K Buy
+3,132
New +$63.5K ﹤0.01% 1621
2023
Q2 		– Sell
-11,898
Closed -$227K – 1092
2023
Q1 		$227K Sell
11,898
-137
-1% -$2.73K ﹤0.01% 904
2022
Q4 		$229K Sell
12,035
-1,295
-10% -$24.6K ﹤0.01% 864
2022
Q3 		$229K Buy
13,330
+57
+0.4% +$1.08K ﹤0.01% 787
2022
Q2 		$232K Buy
13,273
+791
+6% +$15.3K ﹤0.01% 759
2022
Q1 		$252K Sell
12,482
-1,250
-9% -$23.3K ﹤0.01% 744
2021
Q4 		$247K Buy
+13,732
New +$244K ﹤0.01% 763

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

MAI Capital Management's FDUS Position: Q1 2026 in Review

MAI Capital Management increased its Fidus Investment (FDUS) stake by 32% in Q1 2026, buying an estimated $18.7K and bringing the position to 4,132 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

MAI Capital Management first reported a position in FDUS in Q4 2021 and has held it in 12 quarters since. The position peaked at $252K in Q1 2022. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • MAI Capital Management held 4,132 shares of Fidus Investment worth $72K as of Q1 2026.
  • MAI Capital Management bought 1,000 Fidus Investment shares in Q1 2026, an estimated $18.7K.
  • Fidus Investment made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2012 holding.
  • MAI Capital Management first reported a position in Fidus Investment in Q4 2021 and has held it in 12 quarters since.
  • MAI Capital Management's Fidus Investment position peaked at $252K in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

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