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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
Q3 		$31.2K Buy
1,683
+1,278
+316% +$25.6K 0.01% 526
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Elevation Wealth Partners's MDU Position: Q3 2026 in Review

Elevation Wealth Partners increased its MDU Resources (MDU) stake by 316% in Q3 2026, buying an estimated $25.6K and bringing the position to 1,683 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #526.

Elevation Wealth Partners first reported a position in MDU in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Elevation Wealth Partners held 1,683 shares of MDU Resources worth $31.2K as of Q3 2026.
  • Elevation Wealth Partners bought 1,278 MDU Resources shares in Q3 2026, an estimated $25.6K.
  • MDU Resources made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #526 holding.
  • Elevation Wealth Partners first reported a position in MDU Resources in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.