Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MDU Resources MDU Stock Holding History

Carson Wealth (CWM LLC)’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 		$432K Buy
20,843
+3,016
+17% +$61.8K ﹤0.01% 2119
2025
Q4 		$348K Buy
17,827
+687
+4% +$13.5K ﹤0.01% 2159
2025
Q3 		$305K Sell
17,140
-1,699
-9% -$28.4K ﹤0.01% 2121
2025
Q2 		$314K Sell
18,839
-22,241
-54% -$374K ﹤0.01% 1835
2025
Q1 		$695K Buy
41,080
+1,779
+5% +$30.7K ﹤0.01% 1325
2024
Q4 		$708K Sell
39,301
-23,941
-38% -$420K ﹤0.01% 1247
2024
Q3 		$960K Buy
63,242
+596
+1% +$8.49K ﹤0.01% 1058
2024
Q2 		$871K Buy
62,646
+17,868
+40% +$247K ﹤0.01% 969
2024
Q1 		$625K Sell
44,778
-2,971
-6% -$34.4K ﹤0.01% 1049
2023
Q4 		$524K Buy
47,749
+1,348
+3% +$14.2K ﹤0.01% 1043
2023
Q3 		$503K Buy
46,401
+13,808
+42% +$159K ﹤0.01% 976
2023
Q2 		$378K Sell
32,593
-4,654
-12% -$52.3K ﹤0.01% 1034
2023
Q1 		$432K Buy
37,247
+71
+0.2% +$825 ﹤0.01% 933
2022
Q4 		$429K Buy
37,176
+765
+2% +$8.6K ﹤0.01% 861
2022
Q3 		$379K Buy
36,411
+3,430
+10% +$37.9K ﹤0.01% 828
2022
Q2 		$338K Sell
32,981
-2,883
-8% -$29.3K ﹤0.01% 852
2022
Q1 		$363K Buy
35,864
+12,050
+51% +$128K ﹤0.01% 820
2021
Q4 		$279K Buy
+23,814
New +$269K ﹤0.01% 903
2021
Q2 		$73K Hold
6,088
– – ﹤0.01% 1250
2021
Q1 		$73K Hold
6,088
– – ﹤0.01% 1250
2020
Q4 		$73K Hold
6,088
– – ﹤0.01% 1250
2020
Q3 		$73K Hold
6,088
– – ﹤0.01% 1250
2020
Q2 		$73K Hold
6,088
– – ﹤0.01% 1250
2020
Q1 		$73K Hold
6,088
– – ﹤0.01% 1250
2019
Q4 		$73K Hold
6,088
– – ﹤0.01% 1250
2019
Q3 		$73K Hold
6,088
– – ﹤0.01% 1250
2019
Q2 		$73K Hold
6,088
– – ﹤0.01% 1250
2019
Q1 		$73K Buy
6,088
+5,883
+2,870% +$57.1K ﹤0.01% 1250
2018
Q4 		$2K Sell
205
-92
-31% -$898 ﹤0.01% 1768
2018
Q3 		$3K Buy
297
+18
+6% +$193 ﹤0.01% 1465
2018
Q2 		$3K Buy
+279
New +$2.98K ﹤0.01% 1301

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 $1.37T AUM 24.88% 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

Carson Wealth (CWM LLC)'s MDU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MDU Resources (MDU) stake by 17% in Q1 2026, buying an estimated $61.8K and bringing the position to 20,843 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Carson Wealth (CWM LLC) first reported a position in MDU in Q2 2018 and has held it in 31 quarters since. The position peaked at $960K in Q3 2024. 420 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,843 shares of MDU Resources worth $432K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,016 MDU Resources shares in Q1 2026, an estimated $61.8K.
  • MDU Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2119 holding.
  • Carson Wealth (CWM LLC) first reported a position in MDU Resources in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s MDU Resources position peaked at $960K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.