Angeles Wealth Management’s MDU Resources MDU Stock Holding History

Angeles 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	$738K	Hold	34,549	–	–	0.03%	202
2026 Q1	$721K	Buy	34,549 +268	+0.8%	+$5.49K	0.04%	174
2025 Q4	$674K	Buy	34,281 +800	+2%	+$15.7K	0.04%	170
2025 Q3	$596K	Hold	33,481	–	–	0.04%	164
2025 Q2	$558K	Hold	33,481	–	–	0.04%	175
2025 Q1	$566K	Hold	33,481	–	–	0.05%	131
2024 Q4	$603K	Sell	33,481 -26,952	-45%	-$473K	0.05%	128
2024 Q3	$918K	Hold	60,433	–	–	0.08%	92
2024 Q2	$840K	Hold	60,433	–	–	0.08%	88
2024 Q1	$844K	Hold	60,433	–	–	0.08%	84
2023 Q4	$663K	Hold	60,433	–	–	0.08%	91
2023 Q3	$656K	Hold	60,433	–	–	0.09%	79
2023 Q2	$701K	Sell	60,433 -27,618	-31%	-$311K	0.1%	90
2023 Q1	$1.02M	Hold	88,051	–	–	0.15%	68
2022 Q4	$1.02M	Hold	88,051	–	–	0.18%	68
2022 Q3	$916K	Hold	88,051	–	–	0.18%	61
2022 Q2	$904K	Hold	88,051	–	–	0.18%	68
2022 Q1	$892K	Buy	+88,051	New	+$932K	0.17%	70

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Angeles Wealth Management held its MDU Resources (MDU) position steady in Q2 2026 at 34,549 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #202.

Angeles Wealth Management first reported a position in MDU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q1 2023. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Angeles Wealth Management held 34,549 shares of MDU Resources worth $738K as of Q2 2026.
Angeles Wealth Management left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #202 holding.
Angeles Wealth Management first reported a position in MDU Resources in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's MDU Resources position peaked at $1.02M in Q1 2023.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.