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Stratos Wealth Partners’s Fidus Investment FDUS Stock Holding History

Stratos Wealth Partners’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 		$592K Buy
31,042
+432
+1% +$8.02K 0.01% 1067
2026
Q1 		$533K Buy
30,610
+3,610
+13% +$67.4K 0.01% 1039
2025
Q4 		$521K Buy
27,000
+800
+3% +$15.9K 0.01% 1031
2025
Q3 		$531K Hold
26,200
– – 0.01% 992
2025
Q2 		$529K Buy
26,200
+10,000
+62% +$195K 0.01% 903
2025
Q1 		$330K Buy
16,200
+3,626
+29% +$79.5K 0.01% 1043
2024
Q4 		$264K Sell
12,574
-100
-0.8% -$2.03K ﹤0.01% 1206
2024
Q3 		$248K Buy
+12,674
New +$249K ﹤0.01% 1236

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

Stratos Wealth Partners's FDUS Position: Q2 2026 in Review

Stratos Wealth Partners increased its Fidus Investment (FDUS) stake by 1.4% in Q2 2026, buying an estimated $8.02K and bringing the position to 31,042 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #1067.

Stratos Wealth Partners first reported a position in FDUS in Q3 2024 and has held it in 8 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Stratos Wealth Partners held 31,042 shares of Fidus Investment worth $592K as of Q2 2026.
  • Stratos Wealth Partners bought 432 Fidus Investment shares in Q2 2026, an estimated $8.02K.
  • Fidus Investment made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1067 holding.
  • Stratos Wealth Partners first reported a position in Fidus Investment in Q3 2024 and has held it in 8 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.