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Arkadios Wealth Advisors’s MDU Resources MDU Stock Holding History

Arkadios Wealth Advisors’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 		$596K Buy
28,083
+767
+3% +$16.7K 0.01% 1049
2026
Q1 		$566K Buy
27,316
+449
+2% +$9.2K 0.01% 1055
2025
Q4 		$524K Buy
26,867
+587
+2% +$11.6K 0.01% 980
2025
Q3 		$468K Buy
26,280
+724
+3% +$12.1K 0.01% 962
2025
Q2 		$426K Buy
25,556
+320
+1% +$5.38K 0.01% 912
2025
Q1 		$427K Buy
+25,236
New +$436K 0.02% 763
2021
Q4 		– Sell
-10,743
Closed -$121K – 1288
2021
Q3 		$121K Buy
10,743
+931
+9% +$11.1K 0.02% 637
2021
Q2 		$116K Buy
9,812
+5,441
+124% +$68.2K 0.01% 678
2021
Q1 		$52K Buy
+4,371
New +$47.6K 0.01% 682
2020
Q1 		– Sell
-250
Closed -$3K – 1257
2019
Q4 		$3K Buy
+250
New +$2.73K ﹤0.01% 771

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

Arkadios Wealth Advisors's MDU Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its MDU Resources (MDU) stake by 2.8% in Q2 2026, buying an estimated $16.7K and bringing the position to 28,083 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #1049.

Arkadios Wealth Advisors first reported a position in MDU in Q4 2019 and has held it in 10 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Arkadios Wealth Advisors held 28,083 shares of MDU Resources worth $596K as of Q2 2026.
  • Arkadios Wealth Advisors bought 767 MDU Resources shares in Q2 2026, an estimated $16.7K.
  • MDU Resources made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1049 holding.
  • Arkadios Wealth Advisors first reported a position in MDU Resources in Q4 2019 and has held it in 10 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.