Peterson Wealth Services’s Fidus Investment FDUS Stock Holding History

Peterson Wealth Services’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	$2.33K	Hold	122	–	–	﹤0.01%	225
2026 Q1	$2.13K	Hold	122	–	–	﹤0.01%	200
2025 Q4	$2.35K	Sell	122 -221	-64%	-$4.39K	﹤0.01%	202
2025 Q3	$2.47K	Buy	343 +221	+181%	+$4.66K	﹤0.01%	202
2025 Q2	$2.46K	Buy	122 +1	+0.8%	+$20	﹤0.01%	195
2025 Q1	$2.48K	Sell	121 -206	-63%	-$4.52K	﹤0.01%	195
2024 Q4	$6.87K	Buy	327 +73	+29%	+$1.48K	﹤0.01%	190
2024 Q3	$4.98K	Buy	+254	New	+$4.99K	﹤0.01%	195
2023 Q2	–	Sell	-55,681	Closed	-$1.06M	–	91
2023 Q1	$1.06M	Buy	+55,681	New	+$1.11M	0.55%	57
2022 Q4	–	Sell	-39,040	Closed	-$671K	–	92
2022 Q3	$671K	Buy	39,040 +10,105	+35%	+$192K	0.48%	57
2022 Q2	$505K	Buy	+28,935	New	+$559K	0.36%	57
2022 Q1	–	Sell	-18,883	Closed	-$340K	–	90
2021 Q4	$340K	Buy	+18,883	New	+$335K	0.23%	65

Other funds holding FDUS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Peterson Wealth Services's FDUS Position: Q2 2026 in Review

Peterson Wealth Services held its Fidus Investment (FDUS) position steady in Q2 2026 at 122 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Peterson Wealth Services first reported a position in FDUS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2023. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Peterson Wealth Services held 122 shares of Fidus Investment worth $2.33K as of Q2 2026.
Peterson Wealth Services left its Fidus Investment share count unchanged in Q2 2026.
Fidus Investment made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #225 holding.
Peterson Wealth Services first reported a position in Fidus Investment in Q4 2021 and has held it in 12 quarters since.
Peterson Wealth Services's Fidus Investment position peaked at $1.06M in Q1 2023.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.