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Morey & Quinn Wealth Partners’s Fidus Investment FDUS Stock Holding History

Morey & Quinn 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
Q2 		$253K Hold
13,278
– – 0.16% 118
2026
Q1 		$231K Hold
13,278
– – 0.16% 123
2025
Q4 		$256K Hold
13,278
– – 0.18% 114
2025
Q3 		$269K Sell
13,278
-1,500
-10% -$31.6K 0.2% 109
2025
Q2 		$299K Hold
14,778
– – 0.24% 99
2025
Q1 		$301K Hold
14,778
– – 0.25% 94
2024
Q4 		$311K Buy
+14,778
New +$299K 0.26% 90

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

Morey & Quinn Wealth Partners's FDUS Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its Fidus Investment (FDUS) position steady in Q2 2026 at 13,278 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #118.

Morey & Quinn Wealth Partners first reported a position in FDUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q4 2024. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Morey & Quinn Wealth Partners held 13,278 shares of Fidus Investment worth $253K as of Q2 2026.
  • Morey & Quinn Wealth Partners left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up 0.16% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Morey & Quinn Wealth Partners first reported a position in Fidus Investment in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Fidus Investment position peaked at $311K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.