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Avantax Advisory Services’s MDU Resources MDU Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$542K Sell
32,499
-613
-2% -$10.3K ﹤0.01% 1541
2025
Q1 		$560K Buy
33,112
+14,087
+74% +$243K ﹤0.01% 1436
2024
Q4 		$343K Sell
19,025
-11,137
-37% -$195K ﹤0.01% 1694
2024
Q3 		$458K Buy
30,162
+1,138
+4% +$16.2K ﹤0.01% 1471
2024
Q2 		$404K Buy
29,024
+11,954
+70% +$165K ﹤0.01% 1504
2024
Q1 		$238K Sell
17,070
-1,429
-8% -$16.5K ﹤0.01% 1437
2023
Q4 		$203K Sell
18,499
-4
-0% -$42 ﹤0.01% 1469
2023
Q3 		$201K Buy
18,503
+130
+0.7% +$1.5K ﹤0.01% 1432
2023
Q2 		$213K Sell
18,373
-8,257
-31% -$92.9K ﹤0.01% 1372
2023
Q1 		$309K Buy
26,630
+184
+0.7% +$2.14K ﹤0.01% 1140
2022
Q4 		$305K Sell
26,446
-2,814
-10% -$31.6K ﹤0.01% 1097
2022
Q3 		$304K Buy
29,260
+1,575
+6% +$17.4K ﹤0.01% 1004
2022
Q2 		$284K Buy
27,685
+4,521
+20% +$46K ﹤0.01% 1041
2022
Q1 		$235K Buy
+23,164
New +$245K ﹤0.01% 1119

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Avantax Advisory Services's MDU Position: Q2 2025 in Review

Avantax Advisory Services reduced its MDU Resources (MDU) stake by 1.9% in Q2 2025, selling an estimated $10.3K and leaving 32,499 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Avantax Advisory Services first reported a position in MDU in Q1 2022 and has held it in 14 quarters since. The position peaked at $560K in Q1 2025. 406 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Avantax Advisory Services held 32,499 shares of MDU Resources worth $542K as of Q2 2025.
  • Avantax Advisory Services sold 613 MDU Resources shares in Q2 2025, an estimated $10.3K.
  • MDU Resources made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1541 holding.
  • Avantax Advisory Services first reported a position in MDU Resources in Q1 2022 and has held it in 14 quarters since.
  • Avantax Advisory Services's MDU Resources position peaked at $560K in Q1 2025.
  • 406 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.