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FDUS icon

NewEdge Advisors’s Fidus Investment FDUS Stock Holding History

NewEdge 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 		$1.15M Sell
60,317
-2,894
-5% -$53.7K ﹤0.01% 1570
2026
Q1 		$1.1M Sell
63,211
-9,784
-13% -$183K ﹤0.01% 1442
2025
Q4 		$1.41M Sell
72,995
-15,108
-17% -$300K 0.01% 1268
2025
Q3 		$1.78M Sell
88,103
-3,010
-3% -$63.5K 0.01% 1077
2025
Q2 		$1.84M Sell
91,113
-10,389
-10% -$203K 0.01% 974
2025
Q1 		$2.07M Sell
101,502
-19,708
-16% -$432K 0.01% 850
2024
Q4 		$2.55M Sell
121,210
-13,749
-10% -$279K 0.02% 732
2024
Q3 		$2.65M Buy
134,959
+12,600
+10% +$248K 0.02% 690
2024
Q2 		$2.38M Buy
122,359
+10,364
+9% +$206K 0.02% 677
2024
Q1 		$2.21M Buy
111,995
+7,859
+8% +$154K 0.02% 652
2023
Q4 		$2.05M Buy
104,136
+7,169
+7% +$137K 0.02% 650
2023
Q3 		$1.86M Buy
96,967
+5,110
+6% +$101K 0.02% 619
2023
Q2 		$1.8M Sell
91,857
-4,259
-4% -$80.8K 0.02% 625
2023
Q1 		$1.75M Buy
96,116
+15,838
+20% +$316K 0.02% 580
2022
Q4 		$1.51M Buy
80,278
+8,811
+12% +$167K 0.04% 392
2022
Q3 		$1.23M Buy
71,467
+7,803
+12% +$148K 0.02% 570
2022
Q2 		$1.11M Buy
63,664
+3,122
+5% +$60.3K 0.02% 631
2022
Q1 		$1.22M Buy
60,542
+17,717
+41% +$331K 0.02% 576
2021
Q4 		$770K Buy
+42,825
New +$760K 0.01% 862

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

NewEdge Advisors's FDUS Position: Q2 2026 in Review

NewEdge Advisors reduced its Fidus Investment (FDUS) stake by 4.6% in Q2 2026, selling an estimated $53.7K and leaving 60,317 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

NewEdge Advisors first reported a position in FDUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q3 2024. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • NewEdge Advisors held 60,317 shares of Fidus Investment worth $1.15M as of Q2 2026.
  • NewEdge Advisors sold 2,894 Fidus Investment shares in Q2 2026, an estimated $53.7K.
  • Fidus Investment made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1570 holding.
  • NewEdge Advisors first reported a position in Fidus Investment in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Fidus Investment position peaked at $2.65M in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.