Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Fidus Investment FDUS Stock Holding History

Northwestern Mutual Wealth Management’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 		$544K Sell
31,228
-5
-0% -$93 ﹤0.01% 1541
2025
Q4 		$603K Buy
31,233
+5
+0% +$99 ﹤0.01% 1467
2025
Q3 		$633K Buy
31,228
+31,078
+20,719% +$655K ﹤0.01% 1388
2025
Q2 		$3.03K Buy
+150
New +$2.93K ﹤0.01% 3151
2024
Q4 		– Sell
-293
Closed -$5.74K – 3692
2024
Q3 		$5.74K Sell
293
-163
-36% -$3.21K ﹤0.01% 2859
2024
Q2 		$8.88K Sell
456
-4,211
-90% -$83.6K ﹤0.01% 2688
2024
Q1 		$92.1K Hold
4,667
– – ﹤0.01% 1835
2023
Q4 		$91.9K Hold
4,667
– – ﹤0.01% 1819
2023
Q3 		$89.6K Hold
4,667
– – ﹤0.01% 1752
2023
Q2 		$91.5K Buy
+4,667
New +$88.5K ﹤0.01% 1757
2022
Q1 		– Sell
-250
Closed -$4K – 3200
2021
Q4 		$4K Buy
+250
New +$4.44K ﹤0.01% 2835
2020
Q3 		– Sell
-100
Closed -$1K – 2578
2020
Q2 		$1K Hold
100
– – ﹤0.01% 2281
2020
Q1 		$1K Buy
+100
New +$1.29K ﹤0.01% 2386

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

Northwestern Mutual Wealth Management's FDUS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Fidus Investment (FDUS) stake by 0.02% in Q1 2026, selling an estimated $93 and leaving 31,228 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Northwestern Mutual Wealth Management first reported a position in FDUS in Q1 2020 and has held it in 13 quarters since. The position peaked at $633K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 31,228 shares of Fidus Investment worth $544K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 5 Fidus Investment shares in Q1 2026, an estimated $93.
  • Fidus Investment made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1541 holding.
  • Northwestern Mutual Wealth Management first reported a position in Fidus Investment in Q1 2020 and has held it in 13 quarters since.
  • Northwestern Mutual Wealth Management's Fidus Investment position peaked at $633K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.