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Purpose Unlimited Inc’s Fidus Investment FDUS Stock Holding History

Purpose Unlimited Inc’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 		$322K Buy
+18,760
New +$350K 0.01% 198

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CM
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UBS Group
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
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Morgan Stanley
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Purpose Unlimited Inc's FDUS Position: Q1 2026 in Review

Purpose Unlimited Inc opened a new position in Fidus Investment (FDUS) in Q1 2026: 18,760 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings.

142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Purpose Unlimited Inc held 18,760 shares of Fidus Investment worth $322K as of Q1 2026.
  • Fidus Investment was a new Purpose Unlimited Inc position in Q1 2026.
  • Fidus Investment made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #198 holding.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.