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Ashton Thomas Private Wealth’s MDU Resources MDU Stock Holding History

Ashton Thomas Private Wealth’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 		$327K Buy
15,404
+122
+0.8% +$2.65K 0.01% 952
2026
Q1 		$317K Buy
15,282
+1,213
+9% +$24.8K 0.01% 867
2025
Q4 		$277K Sell
14,069
-1,339
-9% -$26.4K 0.01% 842
2025
Q3 		$277K Sell
15,408
-401
-3% -$6.69K 0.01% 828
2025
Q2 		$266K Buy
15,809
+581
+4% +$9.77K 0.01% 725
2025
Q1 		$259K Sell
15,228
-1,902
-11% -$32.8K 0.01% 693
2024
Q4 		$311K Sell
17,130
-10,145
-37% -$178K 0.01% 622
2024
Q3 		$414K Sell
27,275
-3,470
-11% -$49.4K 0.02% 464
2024
Q2 		$428K Buy
30,745
+2,513
+9% +$34.7K 0.02% 447
2024
Q1 		$394K Sell
28,232
-542
-2% -$6.27K 0.02% 459
2023
Q4 		$316K Buy
28,774
+5,295
+23% +$55.9K 0.02% 490
2023
Q3 		$255K Hold
23,479
– – 0.02% 498
2023
Q2 		$272K Sell
23,479
-10,470
-31% -$118K 0.02% 496
2023
Q1 		$393K Buy
33,949
+58
+0.2% +$674 0.03% 388
2022
Q4 		$391K Buy
33,891
+263
+0.8% +$2.96K 0.04% 365
2022
Q3 		$350K Buy
33,628
+252
+0.8% +$2.78K 0.04% 366
2022
Q2 		$343K Sell
33,376
-7,469
-18% -$75.9K 0.04% 362
2022
Q1 		$414K Buy
40,845
+10,041
+33% +$106K 0.04% 366
2021
Q4 		$361K Buy
+30,804
New +$347K 0.04% 365

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

Ashton Thomas Private Wealth's MDU Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its MDU Resources (MDU) stake by 0.8% in Q2 2026, buying an estimated $2.65K and bringing the position to 15,404 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #952.

Ashton Thomas Private Wealth first reported a position in MDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $428K in Q2 2024. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Ashton Thomas Private Wealth held 15,404 shares of MDU Resources worth $327K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 122 MDU Resources shares in Q2 2026, an estimated $2.65K.
  • MDU Resources made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #952 holding.
  • Ashton Thomas Private Wealth first reported a position in MDU Resources in Q4 2021 and has held it in 19 quarters since.
  • Ashton Thomas Private Wealth's MDU Resources position peaked at $428K in Q2 2024.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.