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Millstone Evans Group’s Fidus Investment FDUS Stock Holding History

Millstone Evans Group’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 		$70.3K Hold
3,686
– – 0.04% 279
2026
Q1 		$64.2K Hold
3,686
– – 0.04% 293
2025
Q4 		$71.1K Hold
3,686
– – 0.04% 273
2025
Q3 		$74.7K Hold
3,686
– – 0.05% 250
2025
Q2 		$74.5K Hold
3,686
– – 0.05% 243
2025
Q1 		$75.2K Hold
3,686
– – 0.05% 236
2024
Q4 		$77.5K Buy
+3,686
New +$74.7K 0.05% 223

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

Millstone Evans Group's FDUS Position: Q2 2026 in Review

Millstone Evans Group held its Fidus Investment (FDUS) position steady in Q2 2026 at 3,686 shares worth $70.3K. The position accounts for 0.04% of the portfolio, ranked #279.

Millstone Evans Group first reported a position in FDUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.5K in Q4 2024. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Millstone Evans Group held 3,686 shares of Fidus Investment worth $70.3K as of Q2 2026.
  • Millstone Evans Group left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #279 holding.
  • Millstone Evans Group first reported a position in Fidus Investment in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Fidus Investment position peaked at $77.5K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.