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 Q3	$130	Hold	7	–	–	﹤0.01%	1281
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

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Abound Wealth Management's MDU Position: Q3 2026 in Review

Abound Wealth Management held its MDU Resources (MDU) position steady in Q3 2026 at 7 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Abound Wealth Management first reported a position in MDU in Q4 2024 and has held it in 8 quarters since. The position peaked at $577 in Q4 2024. 87 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

Abound Wealth Management held 7 shares of MDU Resources worth $130 as of Q3 2026.
Abound Wealth Management left its MDU Resources share count unchanged in Q3 2026.
MDU Resources made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1281 holding.
Abound Wealth Management first reported a position in MDU Resources in Q4 2024 and has held it in 8 quarters since.
Abound Wealth Management's MDU Resources position peaked at $577 in Q4 2024.
87 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.