AssetMark Inc
MDU icon

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
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 		$9.82K 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

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

AssetMark Inc's MDU Position: Q2 2026 in Review

AssetMark Inc increased its MDU Resources (MDU) stake by 35% in Q2 2026, buying an estimated $6.74K and bringing the position to 1,207 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

AssetMark Inc first reported a position in MDU in Q2 2024 and has held it in 9 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • AssetMark Inc held 1,207 shares of MDU Resources worth $25.6K as of Q2 2026.
  • AssetMark Inc bought 310 MDU Resources shares in Q2 2026, an estimated $6.74K.
  • MDU Resources made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2086 holding.
  • AssetMark Inc first reported a position in MDU Resources in Q2 2024 and has held it in 9 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.