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MeadowBrook Investment Advisors’s Fidus Investment FDUS Stock Holding History

MeadowBrook Investment Advisors’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 		$66.6K Buy
3,490
+135
+4% +$2.51K 0.05% 172
2026
Q1 		$58.4K Buy
3,355
+265
+9% +$4.95K 0.05% 174
2025
Q4 		$59.6K Buy
+3,090
New +$61.4K 0.05% 183
2025
Q3 		– Sell
-2,850
Closed -$57.6K – 198
2025
Q2 		$57.6K Buy
2,850
+1,350
+90% +$26.4K 0.05% 173
2025
Q1 		$30.6K Sell
1,500
-1,065
-42% -$23.4K 0.03% 202
2024
Q4 		$53.9K Sell
2,565
-475
-16% -$9.63K 0.05% 174
2024
Q3 		$59.6K Buy
3,040
+275
+10% +$5.41K 0.05% 163
2024
Q2 		$53.9K Sell
2,765
-285
-9% -$5.66K 0.05% 165
2024
Q1 		$60.2K Buy
3,050
+170
+6% +$3.32K 0.06% 159
2023
Q4 		$56.7K Buy
+2,880
New +$55K 0.05% 160

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

MeadowBrook Investment Advisors's FDUS Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Fidus Investment (FDUS) stake by 4% in Q2 2026, buying an estimated $2.51K and bringing the position to 3,490 shares worth $66.6K. The position accounts for 0.05% of the portfolio, ranked #172.

MeadowBrook Investment Advisors first reported a position in FDUS in Q4 2023 and has held it in 10 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • MeadowBrook Investment Advisors held 3,490 shares of Fidus Investment worth $66.6K as of Q2 2026.
  • MeadowBrook Investment Advisors bought 135 Fidus Investment shares in Q2 2026, an estimated $2.51K.
  • Fidus Investment made up 0.05% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • MeadowBrook Investment Advisors first reported a position in Fidus Investment in Q4 2023 and has held it in 10 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.