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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
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

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

MeadowBrook Investment Advisors's FDUS Position: Q1 2026 in Review

MeadowBrook Investment Advisors increased its Fidus Investment (FDUS) stake by 8.6% in Q1 2026, buying an estimated $4.95K and bringing the position to 3,355 shares worth $58.4K. The position accounts for 0.05% of the portfolio, ranked #174.

MeadowBrook Investment Advisors first reported a position in FDUS in Q4 2023 and has held it in 9 quarters since. The position peaked at $60.2K in Q1 2024. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • MeadowBrook Investment Advisors held 3,355 shares of Fidus Investment worth $58.4K as of Q1 2026.
  • MeadowBrook Investment Advisors bought 265 Fidus Investment shares in Q1 2026, an estimated $4.95K.
  • Fidus Investment made up 0.05% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #174 holding.
  • MeadowBrook Investment Advisors first reported a position in Fidus Investment in Q4 2023 and has held it in 9 quarters since.
  • MeadowBrook Investment Advisors's Fidus Investment position peaked at $60.2K in Q1 2024.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.