Concord Wealth Partners’s MDU Resources MDU Stock Holding History

Concord Wealth Partners’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	$71.9K	Buy	+3,389	New	+$73.7K	0.01%	321
2026 Q1	–	Sell	-3,389	Closed	-$66.2K	–	558
2025 Q4	$66.2K	Hold	3,389	–	–	0.01%	299
2025 Q3	$60.4K	Hold	3,389	–	–	0.01%	314
2025 Q2	$56.5K	Hold	3,389	–	–	0.01%	330
2025 Q1	$57.3K	Hold	3,389	–	–	0.01%	301
2024 Q4	$61.1K	Sell	3,389 -2,728	-45%	-$47.9K	0.01%	299
2024 Q3	$92.9K	Hold	6,117	–	–	0.02%	265
2024 Q2	$85.1K	Hold	6,117	–	–	0.02%	255
2024 Q1	$85.4K	Hold	6,117	–	–	0.02%	285
2023 Q4	$67.1K	Hold	6,117	–	–	0.01%	318
2023 Q3	$66.4K	Hold	6,117	–	–	0.01%	336
2023 Q2	$71K	Buy	+6,117	New	+$68.8K	0.02%	314
2023 Q1	–	Sell	-8,913	Closed	-$103K	–	1130
2022 Q4	$103K	Buy	+8,913	New	+$100K	0.03%	247

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's MDU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in MDU Resources (MDU) in Q2 2026: 3,389 shares worth $71.9K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MDU as recently as Q4 2025.

Concord Wealth Partners first reported a position in MDU in Q4 2022 and has held it in 13 quarters since. The position peaked at $103K in Q4 2022. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Concord Wealth Partners held 3,389 shares of MDU Resources worth $71.9K as of Q2 2026.
MDU Resources was a new Concord Wealth Partners position in Q2 2026.
MDU Resources made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #321 holding.
Concord Wealth Partners first reported a position in MDU Resources in Q4 2022 and has held it in 13 quarters since.
Concord Wealth Partners's MDU Resources position peaked at $103K in Q4 2022.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.