Morgan Stanley
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Morgan Stanley’s Fidus Investment FDUS Stock Holding History

Morgan Stanley’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 		$5.12M Buy
294,167
+44,643
+18% +$834K ﹤0.01% 4120
2025
Q4 		$4.82M Buy
249,524
+2,433
+1% +$48.4K ﹤0.01% 4204
2025
Q3 		$5.01M Sell
247,091
-20,354
-8% -$429K ﹤0.01% 4144
2025
Q2 		$5.4M Sell
267,445
-37,774
-12% -$738K ﹤0.01% 4004
2025
Q1 		$6.22M Buy
305,219
+21,114
+7% +$463K ﹤0.01% 3744
2024
Q4 		$5.97M Sell
284,105
-162,469
-36% -$3.29M ﹤0.01% 3856
2024
Q3 		$8.75M Buy
446,574
+49,768
+13% +$979K ﹤0.01% 3531
2024
Q2 		$7.73M Buy
396,806
+15,356
+4% +$305K ﹤0.01% 3527
2024
Q1 		$7.53M Sell
381,450
-515,584
-57% -$10.1M ﹤0.01% 3568
2023
Q4 		$17.7M Buy
897,034
+517,519
+136% +$9.88M ﹤0.01% 3452
2023
Q3 		$7.29M Buy
379,515
+38,956
+11% +$767K ﹤0.01% 3412
2023
Q2 		$6.67M Sell
340,559
-15,056
-4% -$286K ﹤0.01% 3537
2023
Q1 		$6.78M Buy
355,615
+4,462
+1% +$89K ﹤0.01% 3514
2022
Q4 		$6.68M Buy
351,153
+49,833
+17% +$947K ﹤0.01% 3480
2022
Q3 		$5.18M Sell
301,320
-52,147
-15% -$989K ﹤0.01% 3657
2022
Q2 		$6.17M Buy
353,467
+20,226
+6% +$391K ﹤0.01% 3569
2022
Q1 		$6.72M Sell
333,241
-43,776
-12% -$818K ﹤0.01% 3362
2021
Q4 		$6.78M Buy
377,017
+25,004
+7% +$444K ﹤0.01% 3397
2021
Q3 		$6.14M Sell
352,013
-25,844
-7% -$450K ﹤0.01% 3461
2021
Q2 		$6.42M Buy
377,857
+44,957
+14% +$765K ﹤0.01% 3509
2021
Q1 		$5.18M Sell
332,900
-8,056
-2% -$115K ﹤0.01% 3371
2020
Q4 		$4.47M Buy
340,956
+227,143
+200% +$2.7M ﹤0.01% 3383
2020
Q3 		$1.12M Buy
113,813
+57,067
+101% +$549K ﹤0.01% 4122
2020
Q2 		$515K Buy
56,746
+2,623
+5% +$22.8K ﹤0.01% 4577
2020
Q1 		$358K Sell
54,123
-140,033
-72% -$1.81M ﹤0.01% 4566
2019
Q4 		$2.88M Buy
194,156
+150,628
+346% +$2.27M ﹤0.01% 3731
2019
Q3 		$646K Sell
43,528
-4,624
-10% -$71.1K ﹤0.01% 4551
2019
Q2 		$768K Buy
48,152
+8,089
+20% +$128K ﹤0.01% 4374
2019
Q1 		$613K Sell
40,063
-19,451
-33% -$280K ﹤0.01% 4435
2018
Q4 		$696K Sell
59,514
-34,196
-36% -$466K ﹤0.01% 4566
2018
Q3 		$1.37M Sell
93,710
-9,531
-9% -$140K ﹤0.01% 4293
2018
Q2 		$1.47M Sell
103,241
-85,828
-45% -$1.18M ﹤0.01% 4341
2018
Q1 		$2.44M Buy
189,069
+1,903
+1% +$26.5K ﹤0.01% 3805
2017
Q4 		$2.84M Buy
187,166
+52,209
+39% +$841K ﹤0.01% 3701
2017
Q3 		$2.17M Buy
134,957
+50,939
+61% +$836K ﹤0.01% 3804
2017
Q2 		$1.41M Buy
84,018
+4,274
+5% +$73.7K ﹤0.01% 4100
2017
Q1 		$1.4M Buy
79,744
+5,478
+7% +$90.9K ﹤0.01% 4123
2016
Q4 		$1.17M Sell
74,266
-6,120
-8% -$97.3K ﹤0.01% 4349
2016
Q3 		$1.27M Buy
80,386
+28,905
+56% +$457K ﹤0.01% 3853
2016
Q2 		$787K Sell
51,481
-7,560
-13% -$116K ﹤0.01% 4148
2016
Q1 		$917K Buy
59,041
+1,096
+2% +$15.1K ﹤0.01% 4008
2015
Q4 		$793K Buy
57,945
+8,050
+16% +$112K ﹤0.01% 4218
2015
Q3 		$688K Sell
49,895
-3,141
-6% -$46K ﹤0.01% 4393
2015
Q2 		$789K Sell
53,036
-5,082
-9% -$82.4K ﹤0.01% 4377
2015
Q1 		$893K Buy
58,118
+20,200
+53% +$320K ﹤0.01% 4215
2014
Q4 		$563K Buy
37,918
+27,570
+266% +$443K ﹤0.01% 4580
2014
Q3 		$171K Sell
10,348
-43,768
-81% -$807K ﹤0.01% 5223
2014
Q2 		$1.11M Buy
54,116
+27,300
+102% +$508K ﹤0.01% 3970
2014
Q1 		$519K Sell
26,816
-7,675
-22% -$158K ﹤0.01% 4524
2013
Q4 		$750K Sell
34,491
-2,167
-6% -$44.2K ﹤0.01% 4154
2013
Q3 		$712K Sell
36,658
-28,549
-44% -$548K ﹤0.01% 4077
2013
Q2 		$1.22M Buy
+65,207
New +$1.21M ﹤0.01% 3557

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley's FDUS Position: Q1 2026 in Review

Morgan Stanley increased its Fidus Investment (FDUS) stake by 18% in Q1 2026, buying an estimated $834K and bringing the position to 294,167 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4120.

Morgan Stanley first reported a position in FDUS in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.7M in Q4 2023. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Morgan Stanley held 294,167 shares of Fidus Investment worth $5.12M as of Q1 2026.
  • Morgan Stanley bought 44,643 Fidus Investment shares in Q1 2026, an estimated $834K.
  • Fidus Investment made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4120 holding.
  • Morgan Stanley first reported a position in Fidus Investment in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Fidus Investment position peaked at $17.7M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.