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 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	–	1289
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return