Curio Wealth’s MDU Resources MDU Stock Holding History

Curio Wealth’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	–	Sell	-8	Closed	-$166	–	711
2026 Q1	$166	Buy	+8	New	+$164	﹤0.01%	842

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

Curio Wealth's MDU Position: Q2 2026 in Review

Curio Wealth sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 8 shares — an estimated $166 sold.

Curio Wealth first reported a position in MDU in Q1 2026 and held it in 1 quarter. The position peaked at $166 in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Curio Wealth reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 8 MDU Resources shares in Q2 2026, an estimated $166.
Curio Wealth first reported a position in MDU Resources in Q1 2026 and held it in 1 quarter.
Curio Wealth's MDU Resources position peaked at $166 in Q1 2026.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.