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Brady Martz Wealth Solutions’s MDU Resources MDU Stock Holding History

Brady Martz Wealth Solutions’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 		$607K Buy
28,628
+1,093
+4% +$23.8K 0.09% 129
2026
Q1 		$571K Buy
27,535
+15
+0.1% +$307 0.1% 122
2025
Q4 		$537K Buy
27,520
+15
+0.1% +$295 0.09% 122
2025
Q3 		$490K Buy
27,505
+15
+0.1% +$250 0.09% 119
2025
Q2 		$458K Buy
27,490
+650
+2% +$10.9K 0.09% 121
2025
Q1 		$454K Sell
26,840
-400
-1% -$6.91K 0.1% 115
2024
Q4 		$494K Buy
+27,240
New +$478K 0.12% 112

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

Brady Martz Wealth Solutions's MDU Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its MDU Resources (MDU) stake by 4% in Q2 2026, buying an estimated $23.8K and bringing the position to 28,628 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #129.

Brady Martz Wealth Solutions first reported a position in MDU in Q4 2024 and has held it in 7 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Brady Martz Wealth Solutions held 28,628 shares of MDU Resources worth $607K as of Q2 2026.
  • Brady Martz Wealth Solutions bought 1,093 MDU Resources shares in Q2 2026, an estimated $23.8K.
  • MDU Resources made up 0.09% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #129 holding.
  • Brady Martz Wealth Solutions first reported a position in MDU Resources in Q4 2024 and has held it in 7 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.