Northwestern Mutual Wealth Management
FDUS icon

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
Q2 		$596K Hold
31,228
– – ﹤0.01% 1589
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

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

Northwestern Mutual Wealth Management's FDUS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Fidus Investment (FDUS) position steady in Q2 2026 at 31,228 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Northwestern Mutual Wealth Management first reported a position in FDUS in Q1 2020 and has held it in 14 quarters since. The position peaked at $633K in Q3 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 31,228 shares of Fidus Investment worth $596K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1589 holding.
  • Northwestern Mutual Wealth Management first reported a position in Fidus Investment in Q1 2020 and has held it in 14 quarters since.
  • Northwestern Mutual Wealth Management's Fidus Investment position peaked at $633K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.