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Bradley & Co Private Wealth Management’s MDU Resources MDU Stock Holding History

Bradley & Co Private Wealth Management’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
Q1 		$1.56K Hold
75
– – ﹤0.01% 190
2025
Q4 		$1.46K Hold
75
– – ﹤0.01% 192
2025
Q3 		$1.34K Buy
+75
New +$1.25K ﹤0.01% 189

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bradley & Co Private Wealth Management's MDU Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its MDU Resources (MDU) position steady in Q1 2026 at 75 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Bradley & Co Private Wealth Management first reported a position in MDU in Q3 2025 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Bradley & Co Private Wealth Management held 75 shares of MDU Resources worth $1.56K as of Q1 2026.
  • Bradley & Co Private Wealth Management left its MDU Resources share count unchanged in Q1 2026.
  • MDU Resources made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Bradley & Co Private Wealth Management first reported a position in MDU Resources in Q3 2025 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.