AssetMark Inc’s MDU Resources MDU Stock Holding History

AssetMark Inc’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 Q3	$23.4K	Buy	1,262 +55	+5%	+$1.1K	﹤0.01%	2188
2026 Q2	$25.6K	Buy	1,207 +310	+35%	+$6.74K	﹤0.01%	2086
2026 Q1	$18.6K	Buy	897 +394	+78%	+$8.07K	﹤0.01%	2080
2025 Q4	$9.8K	Sell	503 -169	-25%	-$3.33K	﹤0.01%	2225
2025 Q3	$12K	Buy	672 +15	+2%	+$250	﹤0.01%	2071
2025 Q2	$11K	Buy	657 +270	+70%	+$4.54K	﹤0.01%	1939
2025 Q1	$6.54K	Buy	387 +49	+14%	+$846	﹤0.01%	1933
2024 Q4	$6.09K	Buy	338 +130	+63%	+$2.28K	﹤0.01%	1886
2024 Q3	$3.15K	Hold	208	–	–	﹤0.01%	1796
2024 Q2	$2.89K	Buy	+208	New	+$2.87K	﹤0.01%	1685

Other funds holding MDU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AssetMark Inc's MDU Position: Q3 2026 in Review

AssetMark Inc increased its MDU Resources (MDU) stake by 4.6% in Q3 2026, buying an estimated $1.1K and bringing the position to 1,262 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

AssetMark Inc first reported a position in MDU in Q2 2024 and has held it in 10 quarters since. The position peaked at $25.6K in Q2 2026. 185 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

AssetMark Inc held 1,262 shares of MDU Resources worth $23.4K as of Q3 2026.
AssetMark Inc bought 55 MDU Resources shares in Q3 2026, an estimated $1.1K.
MDU Resources made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2188 holding.
AssetMark Inc first reported a position in MDU Resources in Q2 2024 and has held it in 10 quarters since.
AssetMark Inc's MDU Resources position peaked at $25.6K in Q2 2026.
185 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.