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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
Q2 		$420K Sell
22,003
-8,440
-28% -$157K 0.1% 251
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

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

Virtus Investment Advisers's FDUS Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Fidus Investment (FDUS) stake by 28% in Q2 2026, selling an estimated $157K and leaving 22,003 shares worth $420K. The position accounts for 0.1% of the portfolio, ranked #251.

Virtus Investment Advisers first reported a position in FDUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $864K in Q1 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Virtus Investment Advisers held 22,003 shares of Fidus Investment worth $420K as of Q2 2026.
  • Virtus Investment Advisers sold 8,440 Fidus Investment shares in Q2 2026, an estimated $157K.
  • Fidus Investment made up 0.1% of Virtus Investment Advisers's portfolio in Q2 2026, its #251 holding.
  • Virtus Investment Advisers first reported a position in Fidus Investment in Q1 2025 and has held it in 6 quarters since.
  • Virtus Investment Advisers's Fidus Investment position peaked at $864K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.