Bartlett & Co Wealth Management’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $117K | Buy |
5,515
+8
| +0.1% | +$174 | ﹤0.01% | 593 |
|
|
2026
Q1 | $124K | Buy |
5,507
+7
| +0.1% | +$143 | ﹤0.01% | 529 |
|
|
2025
Q4 | $108K | Hold |
5,500
| – | – | ﹤0.01% | 549 |
|
|
2025
Q3 | $98.1K | Hold |
5,500
| – | – | ﹤0.01% | 561 |
|
|
2025
Q2 | $91.8K | Hold |
5,500
| – | – | ﹤0.01% | 562 |
|
|
2025
Q1 | $93.7K | Hold |
5,500
| – | – | ﹤0.01% | 553 |
|
|
2024
Q4 | $99.8K | Sell |
5,500
-4,428
| -45% | -$77.7K | ﹤0.01% | 538 |
|
|
2024
Q3 | $151K | Hold |
9,928
| – | – | ﹤0.01% | 484 |
|
|
2024
Q2 | $139K | Hold |
9,928
| – | – | ﹤0.01% | 487 |
|
|
2024
Q1 | $139K | Hold |
9,928
| – | – | ﹤0.01% | 506 |
|
|
2023
Q4 | $110K | Hold |
9,928
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $108K | Hold |
9,928
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $116K | Sell |
9,928
-4,536
| -31% | -$51K | ﹤0.01% | 526 |
|
|
2023
Q1 | $169K | Hold |
14,464
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $168K | Hold |
14,464
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $152K | Hold |
14,464
| – | – | ﹤0.01% | 407 |
|
|
2022
Q2 | $150K | Hold |
14,464
| – | – | ﹤0.01% | 409 |
|
|
2022
Q1 | $148K | Buy |
+14,464
| New | +$153K | ﹤0.01% | 424 |
|
|
2021
Q4 | – | Sell |
-2,630
| Closed | -$29.9K | – | 683 |
|
|
2021
Q3 | $29.9K | Sell |
2,630
-197
| -7% | -$2.36K | ﹤0.01% | 581 |
|
|
2021
Q2 | $33.9K | Hold |
2,827
| – | – | ﹤0.01% | 563 |
|
|
2021
Q1 | $34.2K | Sell |
2,827
-40
| -1% | -$436 | ﹤0.01% | 596 |
|
|
2020
Q4 | $28.9K | Buy |
2,867
+40
| +1% | +$374 | ﹤0.01% | 619 |
|
|
2020
Q3 | $24.4K | Sell |
2,827
-1,331
| -32% | -$11.4K | ﹤0.01% | 592 |
|
|
2020
Q2 | $35.4K | Hold |
4,158
| – | – | ﹤0.01% | 544 |
|
|
2020
Q1 | $34.3K | Hold |
4,158
| – | – | ﹤0.01% | 522 |
|
|
2019
Q4 | $47.3K | Hold |
4,158
| – | – | ﹤0.01% | 546 |
|
|
2019
Q3 | $44.9K | Hold |
4,158
| – | – | ﹤0.01% | 549 |
|
|
2019
Q2 | $41.1K | Hold |
4,158
| – | – | ﹤0.01% | 460 |
|
|
2019
Q1 | $41.2K | Hold |
4,158
| – | – | ﹤0.01% | 448 |
|
|
2018
Q4 | $38K | Hold |
4,158
| – | – | ﹤0.01% | 446 |
|
|
2018
Q3 | $40.9K | Hold |
4,158
| – | – | ﹤0.01% | 462 |
|
|
2018
Q2 | $45.7K | Hold |
4,158
| – | – | ﹤0.01% | 437 |
|
|
2018
Q1 | $44.8K | Buy |
+4,158
| New | +$42.2K | ﹤0.01% | 442 |
|
Other funds holding MDU
Bartlett & Co Wealth Management's MDU Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its MDU Resources (MDU) stake by 0.15% in Q2 2026, buying an estimated $174 and bringing the position to 5,515 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #593.
Bartlett & Co Wealth Management first reported a position in MDU in Q1 2018 and has held it in 33 quarters since. The position peaked at $169K in Q1 2023. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.
- Bartlett & Co Wealth Management held 5,515 shares of MDU Resources worth $117K as of Q2 2026.
- Bartlett & Co Wealth Management bought 8 MDU Resources shares in Q2 2026, an estimated $174.
- MDU Resources made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #593 holding.
- Bartlett & Co Wealth Management first reported a position in MDU Resources in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's MDU Resources position peaked at $169K in Q1 2023.
- 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.