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Abound Wealth Management’s MDU Resources MDU Stock Holding History

Abound Wealth Management’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$149 Sell
7
-5
-42% -$109 ﹤0.01% 1189
2026
Q1 		$249 Hold
12
– – ﹤0.01% 1171
2025
Q4 		$235 Hold
12
– – ﹤0.01% 1124
2025
Q3 		$214 Hold
12
– – ﹤0.01% 1097
2025
Q2 		$201 Hold
12
– – ﹤0.01% 1034
2025
Q1 		$203 Sell
12
-20
-63% -$345 ﹤0.01% 978
2024
Q4 		$577 Buy
+32
New +$561 ﹤0.01% 784

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's MDU Position: Q2 2026 in Review

Abound Wealth Management reduced its MDU Resources (MDU) stake by 42% in Q2 2026, selling an estimated $109 and leaving 7 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Abound Wealth Management first reported a position in MDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $577 in Q4 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Abound Wealth Management held 7 shares of MDU Resources worth $149 as of Q2 2026.
  • Abound Wealth Management sold 5 MDU Resources shares in Q2 2026, an estimated $109.
  • MDU Resources made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1189 holding.
  • Abound Wealth Management first reported a position in MDU Resources in Q4 2024 and has held it in 7 quarters since.
  • Abound Wealth Management's MDU Resources position peaked at $577 in Q4 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.