BWM
MDU icon

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
New +$9.63K ﹤0.01% 444

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

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

Bullock Wealth Management opened a new position in MDU Resources (MDU) in Q2 2026: 443 shares worth $9.17K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

437 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.
  • MDU Resources was a new Bullock Wealth Management position in Q2 2026.
  • MDU Resources made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #444 holding.
  • 437 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.