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Secure Asset Management’s Fidus Investment FDUS Stock Holding History

Secure Asset 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 		$452K Buy
23,728
+3,164
+15% +$58.7K 0.06% 202
2026
Q1 		$358K Buy
20,564
+5,153
+33% +$96.3K 0.06% 224
2025
Q4 		$297K Buy
15,411
+4,045
+36% +$80.4K 0.05% 271
2025
Q3 		$231K Buy
+11,366
New +$240K 0.04% 281

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

Secure Asset Management's FDUS Position: Q2 2026 in Review

Secure Asset Management increased its Fidus Investment (FDUS) stake by 15% in Q2 2026, buying an estimated $58.7K and bringing the position to 23,728 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #202.

Secure Asset Management first reported a position in FDUS in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Secure Asset Management held 23,728 shares of Fidus Investment worth $452K as of Q2 2026.
  • Secure Asset Management bought 3,164 Fidus Investment shares in Q2 2026, an estimated $58.7K.
  • Fidus Investment made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #202 holding.
  • Secure Asset Management first reported a position in Fidus Investment in Q3 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.