AWM
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Apollon Wealth Management’s MDU Resources MDU Stock Holding History

Apollon 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 		$349K Sell
16,439
-43
-0.3% -$935 ﹤0.01% 1186
2026
Q1 		$342K Buy
16,482
+1,263
+8% +$25.9K 0.01% 1045
2025
Q4 		$297K Buy
15,219
+7
+0% +$138 0.01% 1062
2025
Q3 		$271K Sell
15,212
-18
-0.1% -$300 ﹤0.01% 1089
2025
Q2 		$254K Sell
15,230
-1,052
-6% -$17.7K 0.01% 1079
2025
Q1 		$275K Sell
16,282
-2,653
-14% -$45.8K 0.01% 978
2024
Q4 		$341K Sell
18,935
-14,755
-44% -$259K 0.01% 898
2024
Q3 		$512K Buy
33,690
+3
+0% +$43 0.01% 715
2024
Q2 		$468K Sell
33,687
-184
-0.5% -$2.54K 0.01% 712
2024
Q1 		$473K Sell
33,871
-843
-2% -$9.76K 0.01% 718
2023
Q4 		$381K Sell
34,714
-113
-0.3% -$1.19K 0.01% 753
2023
Q3 		$378K Buy
34,827
+12,322
+55% +$142K 0.02% 626
2023
Q2 		$261K Sell
22,505
-3,144
-12% -$35.4K 0.01% 779
2023
Q1 		$297K Buy
25,649
+2,296
+10% +$26.7K 0.02% 678
2022
Q4 		$269K Sell
23,353
-6,612
-22% -$74.3K 0.02% 691
2022
Q3 		$312K Buy
29,965
+255
+0.9% +$2.81K 0.03% 584
2022
Q2 		$305K Buy
29,710
+40
+0.1% +$407 0.03% 561
2022
Q1 		$301K Sell
29,670
-40,253
-58% -$426K 0.02% 592
2021
Q4 		$820K Buy
+69,923
New +$788K 0.06% 339

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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management reduced its MDU Resources (MDU) stake by 0.26% in Q2 2026, selling an estimated $935 and leaving 16,439 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Apollon Wealth Management first reported a position in MDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $820K in Q4 2021. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Apollon Wealth Management held 16,439 shares of MDU Resources worth $349K as of Q2 2026.
  • Apollon Wealth Management sold 43 MDU Resources shares in Q2 2026, an estimated $935.
  • MDU Resources made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1186 holding.
  • Apollon Wealth Management first reported a position in MDU Resources in Q4 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's MDU Resources position peaked at $820K in Q4 2021.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.