Copia Wealth Management’s MDU Resources MDU Stock Holding History

Copia 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	$5.51K	Hold	260	–	–	﹤0.01%	392
2026 Q1	$5.39K	Hold	260	–	–	﹤0.01%	372
2025 Q4	$5.08K	Hold	260	–	–	﹤0.01%	379
2025 Q3	$4.63K	Hold	260	–	–	﹤0.01%	363
2025 Q2	$4.33K	Hold	260	–	–	﹤0.01%	353
2025 Q1	$4.4K	Hold	260	–	–	﹤0.01%	347
2024 Q4	$4.68K	Buy	+260	New	+$4.56K	﹤0.01%	320

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

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

Copia Wealth Management held its MDU Resources (MDU) position steady in Q2 2026 at 260 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Copia Wealth Management 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.

Copia Wealth Management held 260 shares of MDU Resources worth $5.51K as of Q2 2026.
Copia Wealth Management left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #392 holding.
Copia Wealth Management 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 Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.