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Virtus Investment Advisers’s Fidus Investment FDUS Stock Holding History

Virtus Investment Advisers’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 		$530K Sell
30,443
-2,879
-9% -$53.8K 0.15% 211
2025
Q4 		$643K Sell
33,322
-6,522
-16% -$130K 0.17% 208
2025
Q3 		$807K Sell
39,844
-1,411
-3% -$29.8K 0.23% 159
2025
Q2 		$833K Sell
41,255
-1,126
-3% -$22K 0.28% 154
2025
Q1 		$864K Buy
+42,381
New +$929K 0.24% 179

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Virtus Investment Advisers's FDUS Position: Q1 2026 in Review

Virtus Investment Advisers reduced its Fidus Investment (FDUS) stake by 8.6% in Q1 2026, selling an estimated $53.8K and leaving 30,443 shares worth $530K. The position accounts for 0.15% of the portfolio, ranked #211.

Virtus Investment Advisers first reported a position in FDUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $864K in Q1 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Virtus Investment Advisers held 30,443 shares of Fidus Investment worth $530K as of Q1 2026.
  • Virtus Investment Advisers sold 2,879 Fidus Investment shares in Q1 2026, an estimated $53.8K.
  • Fidus Investment made up 0.15% of Virtus Investment Advisers's portfolio in Q1 2026, its #211 holding.
  • Virtus Investment Advisers first reported a position in Fidus Investment in Q1 2025 and has held it in 5 quarters since.
  • Virtus Investment Advisers's Fidus Investment position peaked at $864K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.