Focus Partners Wealth’s MDU Resources MDU Stock Holding History

Focus Partners 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 Q1	–	Sell	-13,665	Closed	-$267K	–	2759
2025 Q4	$267K	Buy	+13,665	New	+$269K	﹤0.01%	2290

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

Focus Partners Wealth's MDU Position: Q1 2026 in Review

Focus Partners Wealth sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 13,665 shares — an estimated $267K sold.

Focus Partners Wealth first reported a position in MDU in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 422 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

Focus Partners Wealth reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
Focus Partners Wealth sold 13,665 MDU Resources shares in Q1 2026, an estimated $267K.
Focus Partners Wealth first reported a position in MDU Resources in Q4 2025 and held it in 1 quarter.
Focus Partners Wealth's MDU Resources position peaked at $267K in Q4 2025.
422 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.