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Elevation Wealth Partners’s MDU Resources MDU Stock Holding History

Elevation 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 		$8.59K Buy
405
+230
+131% +$5K ﹤0.01% 857
2026
Q1 		$3.63K Buy
175
+138
+373% +$2.83K ﹤0.01% 793
2025
Q4 		$723 Buy
+37
New +$728 ﹤0.01% 888

Other funds holding MDU

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Elevation Wealth Partners increased its MDU Resources (MDU) stake by 131% in Q2 2026, buying an estimated $5K and bringing the position to 405 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Elevation Wealth Partners first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Elevation Wealth Partners held 405 shares of MDU Resources worth $8.59K as of Q2 2026.
  • Elevation Wealth Partners bought 230 MDU Resources shares in Q2 2026, an estimated $5K.
  • MDU Resources made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #857 holding.
  • Elevation Wealth Partners first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.