Bullock Wealth Management’s MDU Resources MDU Stock Holding History

Bullock 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 Q2	$9.17K	Buy	443 +2	+0.5%	+$44	﹤0.01%	444
2026 Q1	$9.28K	Buy	441 +3	+0.7%	+$61	﹤0.01%	430
2025 Q4	$8.55K	Hold	438	–	–	﹤0.01%	424
2025 Q3	$7.7K	Buy	438 +3	+0.7%	+$50	﹤0.01%	447
2025 Q2	$7.29K	Buy	435 +4	+0.9%	+$67	﹤0.01%	431
2025 Q1	$7.3K	Buy	431 +6	+1%	+$104	﹤0.01%	418
2024 Q4	$7.66K	Sell	425 -342	-45%	-$6K	﹤0.01%	417
2024 Q3	$11.5K	Buy	767 +3	+0.4%	+$43	0.01%	359
2024 Q2	$10.4K	Buy	764 +8	+1%	+$110	0.01%	351
2024 Q1	$10.7K	Buy	+756	New	+$8.75K	0.01%	354

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bullock Wealth Management's MDU Position: Q2 2026 in Review

Bullock Wealth Management increased its MDU Resources (MDU) stake by 0.45% in Q2 2026, buying an estimated $44 and bringing the position to 443 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Bullock Wealth Management first reported a position in MDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.5K in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Bullock Wealth Management held 443 shares of MDU Resources worth $9.17K as of Q2 2026.
Bullock Wealth Management bought 2 MDU Resources shares in Q2 2026, an estimated $44.
MDU Resources made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #444 holding.
Bullock Wealth Management first reported a position in MDU Resources in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's MDU Resources position peaked at $11.5K in Q3 2024.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.